Shaw Lively, Vice President, Community Development, ICEX , Inc.
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This profile was last updated on 10/6/14 and contains information from public web pages and contributions from the ZoomInfo community.
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Vice President, Community Develop...

Phone: (617) ***-****x***  HQ Phone
Email: s***@***.com
ICEX , Inc.
40 Broad Street
Boston , Massachusetts 02109
United States

Company Description: ICEX is a peer-to-peer advisory firm for qualified practitioners in large, global and complex organizations. Members of ICEX are part of a trusted network which...   more

Employment History


  • bachelor of science degree
    Dickinson College
  • master , business administration
    University Center at Binghamton of the State University of New York
72 Total References
Web References
Financial Insights Publishes Case Study on eMoney Advisor's Wealth Management Platform, 14 June 2004 [cached]
"eMoney has successfully integrated external aggregated data into its platform to deliver a wealth management tool that is both comprehensive and effective," said Shaw Lively, Analyst at Financial Insights.
"CMAs support the primary objective of ..., 16 June 2003 [cached]
"CMAs support the primary objective of both the investment firms and their customers - higher returns," said Shaw Lively, wealth management research manager at Financial Insights, a Framingham, Mass.-based research firm.
Research -, 8 Mar 2004 [cached]
Shaw Lively, a research manager for Financial Insights, reviews CIBC Wood Gundy wireless broker desktop recently rolled out to its entire 1,400-advisor salesforce.
Shaw Lively, a research manager at Financial Insights' Retail Financial Services group maps out the process through which discretionary retirement account management (DRAM) is provided and details the major providers of independent advice to the retirement plan industry: Morningstar Associates LLC, Ibbotson Associates, and Financial Engines.
Shaw Lively, a research manager at Financial Insights, details the eMoney Advisor platform adopted by MassMutual Financial Group, with a particular focus on external account data integration through CashEdge, Inc.For this case study, Mr. Lively focused on Lenox Advisors, an agency under the MassMutual umbrella, which has been on the eMoney platform since late 2002.
"Banks must develop a sense of urgency about integrating customer information and coordinating service delivery, as both insurers and brokers are determined to put strong teams on the field," says Shaw Lively, research manager for Financial Insights.
"This will introduce the opportunity for ..., 25 June 2000 [cached]
"This will introduce the opportunity for segmentation strategies in marketing, pricing, servicing, and even in site design and business models," said Shaw Lively, research manager with IDC's Online Financial Services research group.
MDRT | Ideas for Better Seminars, 4 Dec 2001 [cached]
Shawn Lively, an analyst with IDC, an information technology (IT) media analysis and research company headquartered in Framingham, Massachusetts, says that many investors are getting their online fix at portals and do not visit personal finance sites.Although IDC estimates that 7 million U.S. households use online brokerage accounts, Lively believes many of them may not be going to their brokerage accounts daily to check their accounts.Instead they get their financial fix at a portal site, which also might give them the weather report, local sports scores and news headlines, as well as a peek at the markets.
"You need your brokerage site to make a trade and get information about your account, but your brokerage site may not be the best place to go to track your investments and stay in touch with your investments," says Lively.
There is also a perceived bias factor in visiting a brokerage site, Lively points out."Schwab may be my broker," he says, "but when I go to a neutral site, it feels different.It feels like a place with no axe to grind.The portal with general information is not an executor, it's just an information provider."
Despite the many financial sites available, most Americans, like most financial advisors, have not delved too deeply into online personal finance.In its Personal Finance Data Overview for the fourth quarter of 2000, Forrester Research reported that although 91 percent of U.S. households have checking accounts, only 7 percent of those with checking accounts would apply for one online.Eighty-eight percent have auto insurance, but just 4 percent would apply for insurance online.
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