April 18, 2018

March 2018 Trends & Highlights: Women’s History Month, Technology and TD’s Transition of Scottrade

TRENDING Women’s History Month – 15 firms across multiple industries addressed Women’s History Month, with nine posting on Facebook or Twitter for International Women’s Day on March 8. Ally Invest, TD Ameritrade and Charles Schwab promoted International Women’s Day on multiple social media platforms and linked to relevant articles. Merrill Edge tweeted an infographic asserting […]
March 15, 2018

February 2018 Trends & Highlights: Market Volatility, Security Updates, TD Ameritrade’s New Tool and Chatbot

TRENDING Market Volatility – Twenty-eight firms across multiple industries responded to the February 5 market plunge, with many providing insight into what happened and others offering advice on how to respond. AB claimed that the recent market volatility forecasts rising inflation and interest rates while American Century, Legg Mason and Lord Abbett predicted that the […]
February 19, 2018

January 2018 Trends & Highlights: Tax Reform, 2018 Outlook, Biometric Authentication Updates and Capital One Revamps Private Site

TRENDING Tax Reform – In January, 21 firms across numerous industries responded to tax reform legislation, both before and after the bill was passed. AB illustrated the effects of the reform on the U.S. credit cycle and stock market and predicted little effect on CRTs. American Funds and Ameriprise discussed the key takeaways, specifically for […]
January 30, 2018

December 2017 Trends & Highlights: Market Outlooks for 2018, Holiday Messages, Updated Private Sites and Morgan Stanley Access Investing

TRENDING 2018 Outlooks – In December, 16 firms across industries outlined their expectations for the new year. Fidelity added two videos, one on U.S. equity sector outlooks and a second on global expansion and volatility. Invesco released a video series on the 2018 outlook and posted a blog about fintech forecasts. Oppenheimer Funds and Janus […]
November 21, 2017

October 2017 Trends & Highlights: Cybersecurity Awareness, Mobile App Updates and California Wildfire Reactions

TRENDING Cybersecurity Awareness Month – Just one month after the Equifax breach, many firms focused commentary content on National Cybersecurity Awareness Month. Five firms highlight the month through banner images and notifications. Raymond James promoted security tips and related articles through an image on the logout page as well as a section on the public […]
October 12, 2017

September 2017 Trends & Highlights: Hurricane Coverage, Equifax Response, Life Insurance Awareness Month

TRENDING Cross-Industry Responses to Hurricanes – In the wake of Hurricanes Harvey and Irma, 54 firms across nine of the Corporate Insight monitor groups created fundraising campaigns, provided special contact information and alerted of temporary branch closings. To see our cross-industry special report on hurricane responses, click here (CI login required). Firms Address Equifax Breach […]
September 29, 2017

August 2017 Trends & Highlights: Standard Settlement Period Change, Facebook AI Bot, Revamped Login Interfaces and E*TRADE OptionsHouse Integration

TRENDING Ten Firms Address Trade Settlement Period Change: A popular method of announcing the industry-wide change, eight firms added notices to their monthly statements: Ameriprise, Charles Schwab, Fidelity, Morgan Stanley, Raymond James, RBC, TD Ameritrade and Vanguard. Scottrade announced the reduced period with a private site homepage notification. Later in the month, Capital One Investing […]
July 27, 2017

June 2017 Trends & Highlights: DOL Implementation, Fed Rate Hike and Janus Henderson Investors

TRENDING Nine Firms Address DOL Rule Implementation The DOL rule went into effect on June 9, causing firms across coverage groups to respond. MassMutual updated its compensation structure and marketing materials and posted an article regarding the changes on the advisor site homepage. Allianz created a guide for advisors, while Lincoln added a blog post […]
June 08, 2017

May 2017 Trends & Highlights: Private Site Revamps, Rebranding, New Products and New Public Site Sections

TRENDING Seven Firms Debut New Products This month, seven firms released eight new products—one savings account, one fund, one rider, one credit card, one insurance product and three annuities. Fidelity introduced sustainability-focused funds as well as an Attainable Savings Account for persons with disabilities to save without compromising their government benefits. Prudential launched a Legacy […]
May 22, 2017

April 2017 Trends & Highlights: BB&T and Safeco Public Site Revamps, Marketing Campaigns and Mobile Payment Capabilities

TRENDING New Marketing Campaigns from Five Firms – This month, five firms launched new marketing campaigns, focusing on social impact, trust building, celebrity partnerships and women in financial planning. State Farm began its Neighborhood of Good campaign promoting volunteerism, while Wells Fargo premiered its Building Better Every Day campaign to ensure customers of its commitment to […]