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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.
4 New Online Money Management Tools Worth a Try PDF Print E-mail
Thursday, 19 September 2013 13:23
next ave

By Richard Eisenberg

Lower your mortgage rate through refinancing and you might raise your FlexScore 24 points; update your life insurance and it could go up 16 points.
Your score will drop if you make a dumb money move, such as taking the money you save from refinancing and putting it all into one stock. “You’ll get dinged for a lack of diversification,” says Jeff Burrow, FlexScore’s President and co-founder, who is also a financial adviser.
FlexScore gets paid if you use the financial institutions on its site, but you’re not obligated to use any of them.
“I like FlexScore a lot,” says Doug Miller, a senior analyst for banking and cards at Corporate Insight, a financial services analytics firm. “You’re not trying to score points for points’ sake. If you improve your score, you can see tangible results.”

Click here to read the full article...

Will U.S. middle class lose in fight over financial advice? PDF Print E-mail
Thursday, 19 September 2013 13:13

By Mark Miller

All the existing models could get disrupted - as Silicon Valley types would say - by an unprecedented wave of innovation from online entrepreneurs trying to provide inexpensive advisory services online.

More than 130 startups have launched, according to Grant Easterbrook, an analyst with Corporate Insight. The solutions include websites like Jemstep and Future Advisor, which spit out automated recommendations using algorithms. Then there are services that use the Web to connect you with a human advisor, such as LearnVest or Flat Fee Portfolios. Pending launches on his radar screen include Financial Guard, NestEgg Wealth and Quovo.

Easterbrook believes the market opportunity is enormous, especially with tech-savvy younger investors from Generation X, born between 1965 and 1980 and Generation Y subscribers, born in 1980 or later.

"The big Wall Street players have low transparency, high costs and poor digital services. Younger investors have negative perceptions of these institutions, and they're more digitally-centered - they don't put as much emphasis on in-person quarterly advice."  

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Banks Probe Regulatory Limits of Credit Card Add-Ons PDF Print E-mail
Tuesday, 17 September 2013 14:56

By: Maria Aspan and Victoria Finkle

Several banks have since halted sales of such credit card add-ons, and the industry is now bracing for additional enforcement actions relating to the products.

Undeterred, American Express, Wells Fargo (WFC) and Citigroup (NYSE:C) appear to be testing how much wiggle room regulators have left them in the lucrative but oft-criticized business.

The sale of such add-on products is "something we thought was going to go away, but has not," says Doug Miller, an analyst with Corporate Insight, which tracks financial companies' customers communications.

Specifically, American Express has swapped one add-on service for another, while Wells Fargo (WFC) and Citigroup (NYSE:C) are continuing to offer forms of payment and identity theft protection. All other top-tier U.S. credit card lenders have stopped marketing add-ons credit card services online to new customers, Corporate Insight says.

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Solving for Why: The Rise of Algorithm-Based Advice PDF Print E-mail
Tuesday, 17 September 2013 14:48
By Danielle Andrus

On Tuesday, Corporate Insight released a preview of research expected to be published in October that examines the effect of online financial advice startups on the industry.

Corporate Insight studied more than 100 online financial advice startups for almost two years for the report. Tuesday’s release examined algorithm-based advice and what it does for consumers.

“This kind of effort is to understand what’s next,” Grant Easterbrook, senior research analyst for Corporate Insight, told ThinkAdvisor on Thursday. “I’ve done a lot of interviews with the entrepreneurs who lead these firms. The goal is not exactly to pitch ‘Startup X will win, Startup Y will fail.’ It’s more to understand the broader trends here.”

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How to Get Investment Advice for Less Online PDF Print E-mail
Thursday, 05 September 2013 09:25
wall st

By Andrea Coombes

There are other factors fueling the fire: For younger investors, it's almost second nature to embrace online tools. And "the financial crisis created a lot of disgruntled investors" who may be open to alternatives to traditional companies, says Grant Easterbrook, who follows the industry as a senior research associate at Corporate Insight, a research and consulting firm in New York.

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Fund Firms Ease Restrictions on Website Access PDF Print E-mail
Wednesday, 04 September 2013 11:55
By Danielle Andrus

Mutual fund firms are offering more open access to their websites, a report by Corporate Insight found.

2011, 53% of firms offered unrestricted access to at least some of the material on their websites. Now, more than three-quarters of firms offer public access to some portion of their site.

Corporate Insight found only four major firms — OppenheimerFunds, American Funds, Invesco and Franklin Templeton — limit access to their websites to registered advisors only. But while other firms don’t require registration to access everything, there are limits on what they share.

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