October 23, 2017

At Finovate, Remembering the Humans as Financial Services Embraces the Robots

At this year’s Finovate conference, industry thought leaders took the stage to discuss their opinions on wealth management in the digital age. The value of human interaction was a common theme we saw through many of the speakers’ discussions. Money is an emotional topic, and coping with market swings and struggling to pay bills are […]

May 16, 2017

AIR Conference Takeaways

This year’s Auto Insurance Report National Conference (AIR) in Florida featured informative presentations on a wide variety of topics including behavioral data, auto insurance affordability, automated accident reporting and self-driving vehicles. Host Brian Sullivan closes each conference with a much-anticipated Twenty Trends presentation reviewing the conference’s key topics. Since this year marks the 20th AIR […]

May 04, 2017

Industry Perspective on DOL Fiduciary Rule Impact

Last week, Corporate Insight attended the LIMRA Retirement Conference. The tenor of this year’s conference was strongly affected by the uncertainty surrounding the DOL fiduciary rule, although most firms already have plans underway for meeting the new standards. As one speaker remarked, DOL stands for “Document or Litigate.” The need for firms to adjust compliance […]

Financial Communications Society Event Takes on the Underserved Female Investor

It is no secret that women are shockingly underrepresented in the financial sector. In an effort to engage the female population, firms are launching targeted marketing campaigns as well as segmented services and offerings. Many women have strong opinions on these efforts, and last week in New York City, the Financial Communications Society (FCS) gathered […]

March 16, 2017

MFEA Digital Council 2017: Content Engagement and Tech Relevance

We recently attended MFEA’s Digital Council conference in Denver, hosted by Janus. The event included a host of interactive presentations, expert panels and breakout meetings that provided an open forum for industry leaders to share their challenges and successes in content marketing. When it comes to content generation and marketing, many Digital Council attendees identified […]

March 01, 2017

As MFEA Digital Council Approaches, Interactive Content Shines

As the Senior Analyst of the Asset Management team at Corporate Insight, I’m eagerly awaiting MFEA’s Digital Council conference on March 8 – 9, in Denver, Colorado. Some of this year’s topics that seem particularly interesting are: how to leverage social media marketing opportunities, best practices for workflow automation and the importance of customer centered […]

December 01, 2016

PIR Conference Recap and Trends

We recently attended the Property Insurance Report National Conference (PIR) in Monarch Beach, California hosted by Brian Sullivan of Risk Information. The conference is a highly regarded event for the property insurance industry where leading carriers and researchers share insights into major trends. We saw many engaging, valuable presentations covering a wide variety of topics, […]