January 10, 2020

Announcing Monitor Award Winners in Digital Advice and Brokerage

Last month, Corporate Insight released its annual e-Monitor Awards and Digital Advice Monitor Awards reports. These reports detail the best features of online brokerages and robo advisor platforms, respectively, across a handful of key areas such as Product Offerings, Account Information and Mobile Capabilities. In our analyses, we review the offerings and capabilities provided by […]

December 19, 2018

Merrill Lynch Pilots New Hybrid Robo Amid Growing Investor Demand for Advisor Support in Digitally Managed Accounts

Merrill Lynch is piloting a new hybrid digital advice offering for its managed account suite, Merrill Guided Investing with Advisor, according to a recent ADV filing. Positioned as a combination of Merrill’s pure-robo (Merrill Guided Investing) and its traditional managed service (Select Portfolios), the new platform offers clients access to the full digital account experience […]

November 19, 2018

Mobile Trends and Opportunities in Digital Health: Study Now Available

Corporate Insight (CI) just published our latest study, The Road to Digital Wellness, revealing the gap between what healthcare insurance members want from their insurers’ mobile apps and the capabilities that exist today. Drawing on our 2018 survey of over 1,200 insurance web and/or mobile users, the study provides insight into best practice examples in […]

October 31, 2018

Facet Wealth: A Digital Advice Startup with a Multi-Faceted Down-Market Strategy

Last month, private equity firm Warburg Pincus infused virtual RIA Facet Wealth with $33 million in Series A funding. The Baltimore-based startup, founded in 2016, differentiates itself in a commoditized digital advice marketplace with an unconventional client acquisition strategy, fee-for-service pricing structure and call-center-based advice delivery model. None of these strategies are unique in a […]

October 26, 2018

Decoding Robo Customers: Key Findings on Millennial Digital Advice Users

In August 2018, Corporate Insight conducted the financial services industry’s first in-depth survey of digital advice customers and prospects. The survey helped create complex profiles of digital advice customers, uncovering their expectations, behaviors, preferences and satisfaction rates with their robo provider’s technology and overall service. In September 2018, Corporate Insight’s Digital Advice Monitor analyzed the […]

October 16, 2018

September 2018 Trends & Highlights: Discontinuations, Current Trends and Website Overhauls

Removals and Discontinuations – In September, many firms removed insignificant site pages to focus on a more simple and straightforward customer service experience. Capital One no longer promotes the Capital One Café on the public site. E*TRADE removed its private site Cash Management page, which offered links to cash management tools. Lincoln Financial Group removed […]