May 13, 2019

The Retirement Industry Has a Participant Engagement Problem

A recently published white paper from Dream Forward Solutions, a retirement plan provider specializing in AI, asserts that the average American lacks the necessary knowledge to engage with their retirement plan effectively. In three parts, the firm breaks down data it gathered from its proprietary chatbot, considers how to address the obstacles to saving more […]

April 05, 2019

March 2019 Highlights: MassMutual Replaces Salesforce and PIMCO Addresses Gender Equality

MassMutual Announces Upcoming Advisor Platform to Replace Salesforce  MassMutual announced its intent to launch a new Advisor 360 platform which will feature three components: Client360, which provides a summary of each client’s financial profile; Practice360, which integrates all client views into a single Book of Business dashboard; and Investor360, which advisors can make available to […]

April 03, 2019

Meet Alex: Liberty Mutual’s New Digital Policy Advisor

Liberty Mutual debuted Alex, a digital policy advisor on its public site Customer Support page and its private site. Out of the 19 firms tracked by the Property & Casualty Insurance Monitor, only two other firms offer public site virtual assistants: Nationwide and USAA. Alex is a unique tool as it has different capabilities, acting […]

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 […]

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 16, 2018

IMEA Marketing Summit Takeaways

Corporate Insight recently attended the IMEA Marketing Summit at the Hyatt Regency in downtown Chicago. IMEA (formerly MFEA) hosts several themed conferences throughout the year, such as sales, distribution and leadership, with this iteration focusing on marketing. For the one-day event, industry leaders and key decision makers gathered to offer their takes on the latest […]

May 30, 2017

[Webinar] Introducing Digital Advice Monitor: Account Opening & Onboarding Review

We’d like to invite you to attend our webinar, Introducing Digital Advice Monitor: Account Opening & Onboarding Review, which will review the account opening process at leading digital advice providers. Join CI’s fintech expert, Sean McDermott, to discover key takeaways from our inaugural Digital Advice Monitor report. Topics covered in this webinar: Introduction to Digital Advice […]

February 08, 2017

Taking the Robo out of Robo-Advice: TD Ameritrade’s Green Room Guy Heads up New Ad Campaign

The brokerage industry has seen an explosion of new digital advice offerings over the past year. Because many of these offerings provide investors comparable returns at comparable prices, it has become increasingly important that these firms distinguish themselves from competitors, and corporate branding is an obvious way to do so. Shortly following the launch of […]

December 06, 2016

Robos Set Their Sights on Retirement Plan Providers

In just a few years, digital advice – or “robo” advice – has almost become a table-stakes offering in the brokerage industry. While much of the attention paid to digital advice focuses on the wealth management industry, fintech firms can be found throughout the financial services ecosystem, including services that aim to disrupt banking, payments […]