August 30, 2018

No Standard for Retirement Readiness

Retirement readiness serves as a strong indicator of retirement plan health. As discussed in Corporate Insight’s recent plan-level data report, readiness is a highly variable metric though is generally defined numerically through projected income replacement ratio and other related markers. What constitutes a healthy minimum income replacement ratio, however, is less than agreed upon as […]

July 05, 2018

Pride Month: A Life Insurance Marketing Opportunity Harnessed by Few and Missed by Many

Research shows fewer LGBT individuals work with a financial professional compared to the general population, despite same-sex couple families having higher savings, income and investible assets on average than other family types. Though this underserved market presents a multitude of opportunities for insurers, only 27% of Life Insurance Monitor firms harness the publicity surrounding June’s […]

June 22, 2018

Robinhood Advances with New Free Multi-Leg Options Strategies

Robinhood, which has offered basic options trading strategies since December 2017, recently announced in a blog post and on social media the launch of mobile-only advanced, multi-leg options strategies in single trade orders. According to the blog post, the firm’s options trading volume is already over $2 billion, and the introduction of advanced strategies—including iron […]

June 06, 2018

A Spotlight on BlackRock’s Geopolitical Risk Dashboard

With terms like “volatility,” “market correction” and “rising risk” dominating headlines, BlackRock’s recently released public site Geopolitical Risk Dashboard helps clients understand how market volatility will affect their portfolios and business through three interactive charts. The dashboard acts as a barometer of the global risks facing financial markets by analyzing financial news stories, analyst reports […]

September 11, 2017

When Two Worlds Collide: Investors can now Access Account and Market Information via TD Ameritrade’s Facebook Messenger

With over one billion active users, Facebook has become much more than a simple social networking platform. Users are increasingly looking to Facebook for more than just posts from family and friends, but also for news updates, entertainment and games. Now, TD Ameritrade clients can receive account, market and quote information on Facebook Messenger, giving […]

July 07, 2017

Fund Firms Flourishing on Facebook

The latest Facebook numbers from CNN Tech show over 1.94 billion worldwide active monthly Facebook users, and 1.28 billion in daily usership, posing a great opportunity for businesses to reach a huge audience of prospects and clients. In fact, Facebook reports that over three million businesses around the globe advertise on the site. Corporate Insight’s […]

May 03, 2017

Around the Brokerage Industry: SwipeStox

Soon enough, mobile will become the primary means of interaction between consumers and financial services firms, and millennials are a key reason for this change. As a generation’s members are rarely separated from their smartphones, firms must adapt accordingly and strive to deliver cutting edge resources to keep them engaged. A unique trading app—SwipeStox—is doing […]

March 15, 2017

Bespoke Financial Advice Is Possible: Brokerages Look to Improve Advisor Search Tools

While most financial advisor search tools fail to differentiate themselves or innovate, some brokerage firms are pushing that status quo. As recently as this past month, firms like Merrill Lynch and Morgan Stanley have updated their advisor search tools to better integrate third-party technology and address customers’ specific financial needs, setting a new standard for […]

July 25, 2016

July 2016 Issue of Consulting Insights is Now Available

The July 2016 issue of Consulting Insights is now available! Our feature article shares some of the key findings from our study The Innovation Advantage on the applications of biometric authentication technologies for financial services. We explore the latest trends in mobile finance innovation, discuss how to effectively market to active traders and assess how financial firms are using Facebook, particularly for customer service. Finally, we summarize findings from our whitepaper The Looming Problems with Retirement Planners, which discusses key factors that cause variations in retirement calculators' income projections.