The March 2016 issue of Consulting Insights is now available! Our feature article shares some of the findings from our study Next-Generation Investing 2015: Digital Advice Matures on activity of incumbent investment firms in the digital advice space. We explore the latest trends in mobile finance innovation. We profile the HENRY (“high earners no rich […]
The Fall 2014 Issue of Consulting Insights is now available! Our cover story takes a look at the prospects for wearable tech development in the financial services industry in light of the recent Apple Watch announcement. We also explore how leading brokerages support active traders with idea generation tools, and share competitive and usability insights on mobile menu design from a recent Mobile Monitor Report. Our fourth article reviews recent industry activity in response to “robo-advisor” services from startup challengers.
The Summer 2014 Issue of Consulting Insights is now available! This issue focuses heavily on Millennials with our cover story examining different ways this large and influential demographic will impact the financial services industry. We also take a closer look at the online behavior and preferences of Millennial participants when using retirement plan websites. Two mobile finance articles round out the Summer 2014 issue. The articles take a closer look at the current mobile finance landscape and profile the modern mobile investor using data from the recently released 2014 Investor Survey Report.
As of January 2013, a total of nine U.S. states legally recognize same-sex marriage, with more expected to follow. While the LGBT community has received more rights in recent years, financial planning remains a concern. Same-sex partners face many of the same financial difficulties as other families, with additional challenges when it comes to taxation, retirement, life insurance and more. As LGBT couples gain legal recognition of their marriages, financial services firms have begun making efforts to understand their needs, and, in some cases, have shared their findings with the public and potential clients.
One of the many services Corporate Insight provides to clients is the Bank Website Audit. First introduced in 2005, the Audit allows us to benchmark a client’s website against the overall online banking industry, revealing their relative strengths and weaknesses, identifying best practices and providing actionable recommendations to help the client improve their site.
The Spring 2013 Issue of Consulting Insights is now available! Our cover story presents our perspective on an issue that’s received media attention outside of the financial sector: same-sex marriage. As equal rights for LGBT Americans become closer to reality, we take a look at what strategies financial service firms are implementing to understand and address their particular needs.
The Fall 2012 Issue also explores the new course active trader platform development has taken and features a conversation with David Moreno, CEO of Spanish online investment startup impok. Inside this issue: • The Inside View on Mobile Leaders & Development • DC Plan Websites Address the Retirement Challenge • Active Trader Platforms Go Inclusive • The Eurozone Startup Perspective: An Interview with impok CEO David Moreno • Corporate Insight Presents: Retirement Plan Monitor