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In the News

Corporate Insight is frequently in the news, whether to announce and discuss our published research or to offer our views on topics within our areas of expertise. Scroll down this page to read the latest articles in which we’ve appeared, and use our News Archive to find previous items.
Corporate Insight Promotes a 401k Analyst PDF Print E-mail
Thursday, 03 July 2014 10:04
By Lande Asiru

A top retirement analyst at Corporate Insight just got a promotion.

401kWirehas learned that the New York City-based financial services research and consulting shop promoted Drew Maresca to the title of manager of research of insurance, retirement, and asset management. He was previously in charge of data research for the retirement plan team as a senior analyst for Corporate Insight's Retirement Plan Monitor product.

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How Can Fund Firms Adapt to the Age of Digital Advice? PDF Print E-mail
Thursday, 03 July 2014 10:00

Q: What impact will new low-cost advisors and automated online managed accounts, such as Vanguard’s Personal Advisor Services program, have on asset managers?

Grant Easterbrook: Vanguard recently announced that it plans to roll out an affordable online advice program for investors through low-minimum managed accounts. Given Vanguard’s clout, its focus on low-cost investment products and the large number of new advice start-ups, dubbed “robo-advisors” by the media, some asset managers are left wondering how this trend will affect their business.

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Betterment for advisers on its way as firm adds trust, tax-loss harvesting products PDF Print E-mail
Monday, 23 June 2014 11:13

By Joyce Hanson

Grant Easterbrook, a senior analyst at market research firm Corporate Insight, said Betterment's larger online investment competitor Wealthfront already offers tax-loss harvesting for customers with a minimum of $100,000 in assets on the platform.

“One of the great things about these online services is their low minimums,” Mr. Easterbrook said. “A Merrill Lynch adviser isn't going to work with you unless you have half a million dollars.”

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The Digital Frontier: A Crucial Element in Engaging Participants PDF Print E-mail
Wednesday, 11 June 2014 08:05
By: Michael Ellison

In the past, plan sponsors placed most of their attention on plan level details, including investment options, fees and other features. Now, sponsors are growing more concerned about participant engagement as it pertains to their own retirement planning. But, how does one achieve increased engagement? It is one thing to hold live orientations during open enrollment, but holding them often enough that they actually drive engagement can be cost prohibitive and negatively impact productivity within the workplace.

Enter the digital participant experience. There should be little argument that digital and the internet have remade the broader financial industry over the past decade. People have become comfortable handling investments, moving money and paying bills online. PLANSPONSOR magazine’s recent participant survey showed 24% rely on the plan website as their primary source of information when analyzing investments—more than three times those who said employer workshops/meetings were their primary source (see “Research: Smarter Than We Thought”)! Corporate Insight’s own surveys have shown Millennials in particular have a strong propensity towards using the digital channel and this group will be plan sponsors’ major concern in the years to come.

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Biggest Thing Since ETFs? PDF Print E-mail
Wednesday, 04 June 2014 14:55
Financial Advisor
By Jeff Schlegel

As fresh as Motif Investing’s product appears, it’s not totally groundbreaking. Folio Investing got there first and now offers more than 100 ready-to-go customizable portfolios ranging from traditional allocation themes to tactical strategies such as analyst upgrades; military procurement; and wine, beer and spirits. The unlimited plan is $29 a month or $290 annually, while the basic plan is pay-as-you-go at a $4 commission per security transaction. Folio portfolios can hold as many as 100 securities.

“Motif is disruptive, but it fits into the broader trend of downward pressure on commission costs,” says Grant Easterbrook, an analyst at Corporate Insight, a New York City-based financial services research company.

And down the road, Easterbrook posits that online discount brokers such as E*Trade, Scottrade and TD Ameritrade that don’t have their own fund families (unlike rivals Fidelity and Charles Schwab) could someday become competitors to Motif and Folio. “It’s possible to imagine them rolling out a similar service of customizable funds,” he says.

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Best of the Online Investment Advisers PDF Print E-mail
Tuesday, 03 June 2014 12:08
By Nellie Huang

Getting good investment advice doesn't require millions in the bank anymore. These days, an army of online advisers will offer low-cost solutions to the age-old question: How do I invest my money? Many will even do the trade for you, rebalance your portfolio periodically and suggest ways to minimize your taxes, too.

Some firms are more line financial planner; others pick investments for you. With help from Grant Easterbrook, an analyst for the research firm Corporate Insight, we focused on seven firms that offer specific investment advice online.

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