February 07, 2019

P&C Firms Respond to Government Shutdown

President Trump signed a bill on January 25 to temporarily reopen the government after a 35-day shutdown that impacted 800,000 federal employees. While the property and casualty insurance industry is mostly state regulated, there is a potential for increased filings of lawsuits and insurance claims in cases of longer-term shutdowns. Most troubling, the Federal Emergency […]

October 17, 2018

Best Practices: Participant Documents

In reviewing online documentation capabilities for Corporate Insight’s latest Retirement Plan Monitor Report, a selection of best practices stands out in three areas: findability, document suites and delivery preference management. Findability Best Practices Centralize documents in a findable location: Integrate delivery preference management within document suite – Firms should let users modify their delivery preferences […]

June 06, 2018

A Spotlight on BlackRock’s Geopolitical Risk Dashboard

With terms like “volatility,” “market correction” and “rising risk” dominating headlines, BlackRock’s recently released public site Geopolitical Risk Dashboard helps clients understand how market volatility will affect their portfolios and business through three interactive charts. The dashboard acts as a barometer of the global risks facing financial markets by analyzing financial news stories, analyst reports […]

May 04, 2017

Funds Industry Takes on Trump

Since the surprise election of Donald Trump, mutual fund firms have scrambled to reassure both advisors and investors that the outcome will not have an immediate impact on markets. Immediately following election night, firms like Franklin Templeton and PIMCO analyzed how Trump’s campaign promises could affect investor portfolios and equity markets. Firms anticipated that a […]

March 07, 2017

Race to the Bottom: Brokerage Firms Are Slashing Prices

In an increasingly competitive marketplace, discount brokerages are facing immense pressure to attract clients. The question of cost arises in practically every purchasing decision, and investing is no exception. Recently, we have seen a whirlwind of price cuts from four leading firms: Charles Schwab, E*TRADE, TD Ameritrade and Fidelity. In the beginning of February, Schwab […]

January 31, 2017

Dow Breaks 20,000

As the markets continue to rally, this past week saw the Dow Jones Industrial Average break 20,000 for the first time. In response, some of the brokerages in the e-Monitor coverage group released insights discussing the event. Fidelity stands out as the only firm to highlight the record high with an article published to its […]

January 04, 2017

Insurers Weigh in on Trump: Life Insurance Firms Respond to Election Outcome, Look Ahead

Life insurance firms benefit from educating clients and advisors when international events or political changes affect the markets and their products, and many firms in Corporate Insight’s Life Insurance Monitor coverage group actively sought to reassure clients immediately after the 2016 U.S. presidential election. The financial industry responded with intense interest, with consumers and professionals […]

November 08, 2016

October 2016 Trends & Highlights, Election Edition: Firms Counsel for the Long Term While Esurance Makes Its Escape

As the results of the 2016 presidential election loom in the minds of Americans across the political spectrum, 15 firms took October to address the scariest thing outside of Halloween: the potential financial impact of this electoral season. Whether in the form of commentary, article, homepage image or infographic, resources frequently reminded investors to keep […]