August 09, 2017

Consulting Insights July 2017 Issue

The summer 2017 issue of Consulting Insights is now available! In our feature article, Placing Mobile App Security Preferences in the Hands of the Customer, we explore how financial services companies are offering app features that allow users to find their own balance between security and convenience. In the summer 2017 issue, we also present: Drivers Have Embraced […]
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 […]
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 […]
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 […]
September 11, 2012

Consulting Insights Summer 2012 Issue

The Summer 2012 Issue of Consulting Insights is now available and focuses on innovative new companies that can potentially be  disruptive forces in the investment industry. We provide some key findings from volume two of our Advancing Financial Advice Guide on online alternatives to traditional investment advisors and firms. We also interview Leo Rocco, CEO of mobile payments […]