August 08, 2017

Do Investors Fear Technology or Embrace It?

As we noted in an August 7th blog post, BlackRock and Legg Mason both released global investor surveys that provide insight into motivations, biases and behaviors. While the surveys provide a variety of perspectives on investor optimism, risk approach and preparation for retirement, the use of technology emerges as a crucial theme. Investors discuss their opinions […]

August 07, 2017

BlackRock and Legg Mason Reveal Investor Fears

BlackRock and Legg Mason both released their global investor surveys, focusing on sentiment, behaviors and trends in 2017. Both firms touch on similar themes, discussing the roles of technology, retirement and long-term goal planning. Legg Mason provides insight into investors’ motivations and biases, comparing perception, reality, technology and experience. BlackRock also analyzes investor sentiment by […]

July 10, 2017

If You Can’t Beat ‘Em, Join ‘Em: E*TRADE Launches New Ad Campaign

E*TRADE recently unveiled its new “Don’t Get Mad, Get E*TRADE” campaign involving digital, mobile and social marketing, along with a series of TV commercials to attract millennial investors hoping to get rich fast. The first commercial, which was released in late June, portrays a man daydreaming about the lives of the super-rich, imagining pizza delivered […]

June 22, 2017

Fighting Interest Rates with Bond Ladders

Citing moderate economic growth, solid labor statistics and increased inflation, the Federal Reserve increased interest rates by 25 basis points last quarter. In an effort to normalize policy after nearly a decade of historically low rates, the Fed is expected to continue to raise rates. As a result, investors are worried about the potential for […]

June 08, 2017

Schwab on Snapchat: Brokerages Find New Target Demographic in Recent College Grads

With graduation season upon us, college seniors are looking forward to beginning life in the “real world.” From beginning new jobs to renting new apartments and managing their own finances, graduating seniors are facing one of the most pivotal times of their lives. Capitalizing on this important transition, brokerage firm Charles Schwab targets the young […]

June 07, 2017

Ad Campaigns in Defense of Active Management

An expanding ETF market, post-2008 skittishness, an uncertain interest rate environment and lower costs are some key factors influencing the popularization of passive investing. Although passive investing is currently experiencing a wave of popularity, American Funds and OppenheimerFunds are going against the tide of opinion and championing the superiority of active strategies in their latest […]

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 09, 2017

Morgan Stanley Furthers its Gender Equality Mission with Study

Morgan Stanley recently released a study on risk and return in correlation with gender diversity in the workplace. The full report, An Investor’s Guide to Gender Diversity, is available through an advisor, but an infographic on the public site homepage detailed the research and findings. The study aimed to standardize data for gender diversification within […]

January 09, 2017

Say “Ask TD Ameritrade” to My Little Friend: Investment Firms Launch Amazon Alexa Skills

In a December 15 press release, TD Ameritrade announced the launch of its new Amazon Alexa skill. The skill is an app for Alexa-enabled Amazon devices, including Echo, Dot, Tap and Fire TV. The virtual assistant responds immediately to user voice commands with the requested information. TD Ameritrade’s new skill provides market updates and quotes […]