May 09, 2017

Consulting Insights March 2017 Issue

The spring 2017 issue of Consulting Insights is now available! In our feature article, Digital Advice Goes Mainstream, we explore the rise of the low-cost, automated managed account model and the widespread adoption of digital advice. In the spring 2017 issue, we also present: Blockchain: The Future Infrastructure of Global Finance and Value-Exchange What Can Financial […]
July 25, 2016

Consulting Insights July 2016 Issue

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 […]
March 14, 2016

Consulting Insights March 2016 Issue

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 the 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 not […]
July 13, 2015

Consulting Insights Summer 2015 Issue

The Summer 2015 Issue of Consulting Insights is now available!  Our cover story shares survey findings related to the advisor-client relationship from our latest report, The Changing Face of Financial Advice: 2015 and Beyond. We also explore the latest trends in mobile account access and credit card reward redemptions, and provide a sample of key […]
November 11, 2014

Consulting Insights Fall 2014 Issue

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 […]
June 18, 2014

Consulting Insights Summer 2014 Issue

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 […]
November 21, 2013

Consulting Insights Fall-Winter 2013 Issue is Now Available

The Fall-Winter 2013 edition of Consulting Insights is now available! Our cover story shares key findings from our first survey of defined contribution plan participants, comparing the drivers of satisfaction across a variety of characteristics and activities. We also sample recent research into mobile Web design for both smartphones and tablet devices, where responsive websites are […]
July 25, 2013

Consulting Insights Summer 2013 Issue

The Summer 2013 Issue of Consulting Insights is now available! Our cover story explores how financial services firms are taking advantage of smartphones’ built-in microphones and cameras to deliver functionality that goes beyond what they offer on their websites. The summer issue also analyzes the differences between the online and tablet person-to-person (P2P) payment experience […]
March 13, 2013

Consulting Insights Spring 2013 Issue

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 […]