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Latest Research
| Annuities | Public Annuity Education: Explaining Annuity Products |
In this report we examine the public annuity education content offered by Annuity Monitor firms. Given the inherent complexities of annuity products and fears surrounding fees and suitability, it is important for firms to make comprehensive annuity education resources publicly available online. | | Details |
| Brokerage | E-Delivery |
This e-Monitor Report looks at e-delivery and online document capabilities offered by brokerage firms a topic we last looked at in December 2008. We focus primarily on the types of documents available online, as well as accessibility, online archive length and document format. We also look at the e-delivery availability and enrollment procedures, as well as flexibility in choosing delivery preferences. | | Details |
| Credit Cards | Card Rewards Sites |
Over the last several years, card rewards sites have begun to evolve from single-function redemption portals into multi-function standalone sites. In this report, we look at each issuer's universal rewards program site, examining the design and functionality provided by each firm. This is our first look at this topic since 2007. | | Details |
| Mutual Funds | Transaction Interfaces |
This Mutual Fund Monitor Advisor Report reviews the mutual fund transaction platforms that allow clients to buy, sell and exchange shares. In addition to detailed findings, we offer a summary matrix and a set of recommendations to help firms improve their transaction platforms. | | Details |
| Banking | Private Site Account Maintenance |
A key feature of the online banking experience, private site account maintenance features allow users to easily update their profiles and account details. In this report, we look at the self-service tools offered by each Bank Monitor firm, examining both the range of options available and the organization of these features. | | Details |
| Brokerage | Estate Planning |
This Broker Monitor Report looks at estate planning services offered by brokerage firms. We focus particularly on specialized services that are available for estate planning and trust accounts, as well as information, educational resources and other online tools. In addition, we offer our recommendations for firms to consider. | | Details |
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