Corporate Insight Blog
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Written by Michael Ellison
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Thursday, 11 April 2013 15:08 |
 This article originally appeared in TraderPlanet. Silviya Simeonova, a research associate on Corporate Insight’s Consulting Services team, also contributed to this article.
The U.S. equity market is off to a strong start in 2013, with the DJIA and S&P 500 hitting new all-time highs in March. Yet retail trading volume among the major online brokerages remains depressed. It's clear that many individual investors are still gun shy after the financial crisis. This, in turn, is taking a toll on the brokerage industry's profits.
EMPHASIS ON EDUCATION
To help clients get back into the market, several leading brokerage firms like Charles Schwab, TD Ameritrade and tradeMONSTER have been emphasizing their educational resources and strong customer service. Below, we take a look at what these firms are doing to help customers overcome their fears and profit in any market.
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Written by Alex Filiaci
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Wednesday, 10 April 2013 10:39 |
The tax-filing deadline began to loom in March, providing a common reason to promote tax planning content and IRAs. One life insurance firm offered a March Madness contest, while brokerages lowered their online trade commissions and rolled out a new options product.
Northwestern Mutual Bracket Challenge
Last month, Northwestern Mutual offered users a chance to submit a bracket for the NCAA men’s basketball tournament. The “Northwestern Mutual NCAA March Madness Bracket Challenge” provided contestants with a chance to win a trip to the 2014 NCAA Final Four.
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Written by Andrew Way
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Monday, 08 April 2013 11:20 |
 Since the last installment of our quarterly Life Insurance Product Update, three new products and two new index strategies have been introduced to the market by Life Insurance Monitor firms. The new products include one new term policy, one indexed universal policy and a variable universal policy. Here is a look at the products that have been released or updated over the last quarter:
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Written by Andrew Way
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Friday, 05 April 2013 08:56 |
 Principal Financial Group is the newest addition to our Life Insurance Monitor research service coverage group. The firm offers a strong collection of online resources across its public, private and advisor websites. Here, we take a look at some of the firm’s key online features.
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Written by Anneli Lefranc
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Wednesday, 03 April 2013 12:33 |
This article originally appeared in the Spring 2013 Issue of Consulting Insights.
 As of January 2013, a total of nine U.S. states legally recognize same-sex marriage, with more expected to follow. While the LGBT community has received more rights in recent years, financial planning remains a concern. Same-sex partners face many of the same financial difficulties as other families, with additional challenges when it comes to taxation, retirement, life insurance and more. As LGBT couples gain legal recognition of their marriages, financial services firms have begun making efforts to understand their needs, and, in some cases, have shared their findings with the public and potential clients.
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Written by Fred LaPolla
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Tuesday, 02 April 2013 16:21 |
 Tuesday Tips helps financial services firms improve a key aspect of their online user experience. Recommendations are taken directly from our Monitor Reports and Consulting Services research, which cover banking, brokerage, credit cards, asset management, retirement, annuities and insurance.
As tax day approaches, many investors are feeling stressed as they attempt to locate the proper forms and statements for their filings. Asset management companies can help alleviate their worries by providing online resources that clearly organize documents and explain tax concepts to investors. The following five tips from our latest Mutual Fund Monitor report focus on ways fund firms can optimize their online tax centers:
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