Corporate Insight Blog
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Written by Andrew Way & Lauren Roncevic
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Thursday, 06 June 2013 13:08 |
 With identity theft and fraud remaining serious issues in an increasingly online-centric world, individuals need to safeguard sensitive account and personal information. To this end, electronic delivery can offer clients peace of mind when compared to traditional paper documents delivered in the mail. The service allows account documents such as policy statements to be received on the firm’s password-protected private website, eliminating the possibility that it will end up in the wrong hands. Electronic delivery services are also environmentally friendly and cost-effective as reduced paper usage decreases production costs.
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Written by Alex Filiaci
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Thursday, 06 June 2013 11:33 |
 The Millennial Generation – or Gen Y – grew up during the dot-com bust and the Great Recession. They’ve also come of age when the annual cost of a public four year college has doubled, and housing prices have more than tripled on average. These economic conditions have reshaped this generation's saving and spending habits and significantly influenced their impression of the financial services industry.
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Written by Alex Filiaci
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Tuesday, 04 June 2013 13:21 |
Our new Around the Industry series will review the websites and digital resources offered by leading financial services firms that fall outside of our Monitor Services coverage groups. Here, our E-Monitor team and looks at Firstrade.
 Firstrade is a discount brokerage firm that offers a $6.95 online stock commission – comparable to the lowest in the e-Monitor coverage group. Overall, the Firstrade public site does a good job communicating the features and benefits available to clients. The firm offers interesting retirement and investment education on the public site but keeps most features behind the login for clients.
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Written by Fred LaPolla
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Monday, 03 June 2013 11:02 |
 The value of active vs. passive management is a constant source of debate in the financial world, and lately this topic has been receiving renewed attention. On May 29th, The Wall Street Journal featured an editorial from Burton Malkiel titled You’re Paying Too Much for Investment Help, where Mr. Malkiel attacked management fees for burdening investors while adding little value.
Mr. Malkiel asserts that “Passive portfolios that held all the stocks in a broad-based market index have substantially outperformed the average active manager since 1980.” He goes on to describe the impact that fees can have on earnings, recommending investors consider index products as a way to avoid costs.
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Written by Alisson Andrade
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Monday, 03 June 2013 09:31 |
This article originally appeared in the ABA Banking Journal.
The task of organizing receipts for business expenses can be overwhelming and a time-consuming endeavor. American Express and Chase have found a way to make this task easier for small business owners who may need to organize receipts for bookkeeping or tax purposes, by allowing them to manage their receipts online and on-the-go.
American Express launched the ReceiptMatch service last year, while Chase launched a receipt capture capability as part of its Jot tool in April. While their concepts are similar, the actual services differ in certain ways.
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Written by Daniel Gualtieri
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Thursday, 30 May 2013 13:12 |
 Android or iOS? This is the question many people ask themselves when upgrading their devices . While the iPhone and iPad audience is large and diverse, Android has a strong core of loyal users who would never touch an Apple product. It seems that whenever a new app is released exclusively on iOS, the Android crowd starts asking "where is our version" almost immediately.
Much like consumers, financial services firms ask the same question when developing mobile apps. Banks, credit card issuers, and brokerages have all done a good job of appeasing both user audiences, not only in the selection of apps they make available but also in functionality. On the other hand. insurers and asset management firms have focused their mobile development efforts on iOS, leaving the Android crowd with a bone to pick. May's Mobile Trend takes a closer look at how the two major players in mobile fare across key sectors of the financial service industry (click image for full screen view).
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