Published by jaclyn on 30 Dec 2009
We wish you success and happiness in the New Year. Thank you for your business and continued trust you put in our research. We look forward to working with you as we enter 2010.
The Corporate Insight Team
Published by Michael Ellison on 24 Nov 2009
In brief: Social media tools such as wikis, microblogs, etc. can be used internally at financial services firms to spur innovation.
Published by Ian Lundahl on 10 Sep 2009
As August wound to a close, several firms took the opportunity provided by the dog days of summer to improve their sites and unveil new site features. The list of firms making changes includes Citizens Bank, Fidelity, ING Direct, Scottrade, TD Ameritrade and Vanguard.
Published by Chris McNeil on 30 Jun 2009
This morning we took the opportunity to drop in on an Ignites webinar called “Social Media’s Role for Mutual Funds.” While the presentation did not focus specifically on the fund industry, it offered a number of useful takeaways for any financial services firm looking to dip their toe into the social media waters. Continue Reading »
Published by Chris McNeil on 08 Jun 2009
Over the past few years, Corporate Insight has received several requests to evaluate the online educational capabilities of retail financial services firms. As a result, we’ve conducted a number of custom research studies on the subject. This year, we even added an entire category to the Brokerage Website Audit devoted to Investor Education to reflect the increasing importance of good education as a competitive differentiator.
Published by Ian Lundahl on 09 Apr 2009
This past month, the term “March Madness” could just as easily have described the frenzy of activity within the financial services industry as it does the annual NCAA college basketball tournament. New investment ideas, online resources and marketing efforts highlighted an especially busy March.
Published by Michael Ellison on 28 Mar 2009
CNBC posted a number of videos in which they interviewed several of the banking CEOs who were present at the meeting in Washington on Friday. Well worth the few minutes to watch.
Published by David Rosenberg on 25 Mar 2009
In response to unprecedented rough-and-tumble market conditions, Fidelity recently launched a new GPS (Guide to Personal Savings) program to promote the firm’s guidance services, as we highlighted in our recent e-Monitor Update. This includes a series of free investment seminars around the country, as well as increased focus on “do-it-yourself” online guidance tools. The program stresses Fidelity’s ability to help investors through all life stages - from early savings to retirement and beyond. Continue Reading »
Published by Ben Pousty on 23 Mar 2009
The recession has certainly had a major and well-documented impact on annuity providers; however, the economic pressures being felt by reinsurers have gone mostly under the radar. Insurers generally use reinsurance to back guaranteed income features on annuity products. With capital drying up due to low interest rates and plummeting equity values, insurance companies and reinsurers are in a similar bind in terms of keeping financial commitments to their clients. Continue Reading »
