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Research

Longer Intellectual Reach = Greater Client Value

Corporate Insight publishes in-depth research on a variety of subjects within our areas of expertise. Our Monitor analysts generate an ongoing series of reports on narrowly focused topics of interest linked to our Monitor services. Our consulting team produces its own syndicated studies on higher-profile topics, like social media and online education.

Our research adds significant value for clients by extending the intellectual reach of our analysts and consultants . See the results of that reach both on this page—which features our latest Monitor-related reports—and the pages that follow.
Navigation Menus
This Advisor Monitor Report examines the navigation menus employed on advisor sites. In our report, we graded firms based on the usability and design of their main menus as well as the navigation options included. We examined the availability and functionality of common main menu features such as dropdowns, flyouts and rollover shading and how these factors affect site use. Additionally, we examined if links to the homepage and other important locations for advisors are present in the main menu. 

When reviewing navigation menus, we graded firms by the following:
  • Usability
  • Design
  • Navigability
Most firms provide solid main menu offerings with 10 firms receiving grades in the B range and an additional three achieving an A-level mark, totaling 76% of firms with a B or above. Of the remaining four firms, two received C-level grades and two received Ds.
 
Firms vary in terms of usability. Levels of menu sections range from one to four. The majority of our firms, 83%, offer main menus with only a couple levels.
 
In general, advisor firms are successful in designing their main menus. Eighty-three percent effectively use colors and shading to help advisors on the site locate links and navigate throughout the main menu. Additionally, 77% of firms maintain a consistent main menu design throughout the site, ensuring that users would be oriented as they read advisor materials.
 
Navigation features in the site’s main menus are less consistent, reflecting differences in priorities for site resources. Fifty-eight percent of firms offer main menu links to literature centers, and 53% offer direct access to Sales Resources.
  • The report includes the following key findings:
  • 18% use dropdown space for to promote individual commentary pieces or products.
  • 60% include a link to an overview page directly from the main tab button.
  • 83% effectively use colors and shading to help users navigate the main menu.
  • 83% of firms offer between one and two levels of content in the main menu.
 
 
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