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 […]

April 30, 2019

How Firms Can Help Close the Gender Investing Gap

Lessons from History Women have long faced legal and societal barriers to participation in the investing sphere but have often found creative ways to overcome them. For example, in the 18th and 19th centuries, British-American common law prevented married women from owning property in their own names, but many women circumvented this by obtaining credit […]

February 13, 2019

The Latest Trends and Innovations in Mobile Finance – Slide Deck

The mobile channel has become a strategic priority for financial services firms looking to attract and retain younger clients. Nearly all large and mid-sized financial intuitions allocate sizeable budgets devoted to improving their mobile properties, focusing on mobile app enhancements. In 2018, Corporate Insight’s Mobile Monitor service saw banks, card providers, brokerages and asset management […]

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 […]

December 11, 2018

November 2018 Trends & Highlights: Navigational Changes, Mobile Updates, New App and Public Site Revamp

TRENDING Navigational Changes –In November, 15 firms across six monitor coverage groups updated aspects of their navigational organization. Many firms reorganized or consolidated existing content. American Century now categorizes the commentaries in its Insight flyout menu by asset type and key topics instead of by intended audience. American Express now separates Benefits and Rewards into […]

October 31, 2018

Can Chase’s New You Invest Service Disrupt the Self-Directed Trading Scene?

With the August 29 launch of You Invest, J.P. Morgan Chase tries its hand at self-directing trading services, joining the ranks of Wells Fargo Advisors and Merrill Edge. You Invest provides free or discounted trading with an initial $0 account minimum. The firm is attempting to draw more assets by targeting passive investors, Millennials and […]

September 21, 2018

The Rise of ESG

  Morgan Stanley recently announced that it amassed more than $20 billion in ESG assets over the past five years—more than doubling its impact investment asset goal for this period. The firm launched its Institute for Sustainable Investing platform in 2013, committing to the $10 billion dollar goal upon its inception. The firm launched two […]

August 21, 2018

Investing in IRBO: The Latest in Robotics & AI ETFs

On June 28, iShares launched the iShares Robotics & Artificial Intelligence ETF (IRBO), an equal-weighted fund that gives investors exposure to leading companies in robotics and artificial intelligence innovation. Since its inception, the ETF has been trading at a premium and its performance has either met or exceeded the benchmark (NYSE FactSet Global Robotics and […]