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Articles tagged "Google"


Sandi Martin:  The choice I made: To leave a secure job with lots of room for advancement -- but only marginal room for fulfillment -- and build a business around the small part of the job that I love and am really, really good at.

Inside my decision to leave salesy CIBC and start a financial planning shop in rural Ontario
Still waiting for my bank non-compete to expire, I am plunging ahead with $58-dollar-a-month overhead and knowing I can help in my native community

Sunday 6.2.13
Brooke Southall: If we want to have a social-media presence, we are all self-publishers.

6 ways that RIAs can hone their expertise in social media by acting more like journalists
Like managing wealth properly, the production of content is a process that starts with some soul-searching and builds outward from there

Friday 3.29.13
Jack Waymire: Your goal should be to dominate Page 1 on Google.

How RIAs can maximize their web marketing with nary a 'friend-ing' or tweet
Only 5% of advisors report significant traffic to their websites, but the reasons why are not mysterious

Sunday 8.5.12
Kevin Nichols: Facebook has segmenting capability but it's complicated and convoluted to set up.

RIAs fed up with Facebook should hop on the Google+ bandwagon
The new social medium embraces the fact that people need CRM for their lives

Tuesday 7.19.11
Andy Rachleff: Getting a minute-by-minute view into what your money managers are doing doesn’t necessarily mean you aren’t a long-term investor.

Investing in the Digital Age: Why real-time data is a must-have for RIAs and long-term investors
The investment industry has created a classist system of haves and have-nots when it comes to information

Wednesday 1.26.11
Vic Gundotra was the master of Googling ceremonies at the event of 5,000 geeks

What RIAs should know about my three days at Google's I/O conference
Less reliance on web connections and cheaper leapfroggings in software-as-a-service are on the way

Tuesday 7.13.10
Joel Bruckenstein: Now this may come as a shock to readers, but I think it was rather reckless of Mr. Gluck to make such an outrageous statement.

A war of words flares up between Andy Gluck and Joel Bruckenstein
On Financial Planning magazine's website, Bruckenstein questions Gluck's impartiality

Friday 4.16.10
Nevin Freeman and his laptop -- where the RIABiz web site was born

RIABiz's gentle redesign marks the beginning of Q2
An inside look for regular readers

Thursday 4.1.10
A peek at our admin system

How we have leveraged Google services to jumpstart RIABiz
Thinking of building a website? We might advise a closer look at the search giant

Friday 2.19.10

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Marilyn Mohrman-Gillis: Quite frankly, what we're spending is less than half a percent of all financial services' expenditures.
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How the CFP Board is getting its $40 million's worth from its advertising campaign and how it isn't

Bernie Clark: We're going to rewrite the whole portfolio management tool.
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Bernie Clark promises Schwab is getting there on its PortfolioCenter rewrite but competitors say the clock is ticking

Fred Tomczyk: Some of our peers will catch up with that ... probably all of them will redesign their technology to make sure they meet that competitive advantage that we've had.
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How TD Ameritrade's patient, patient bet on RIAs is finally paying off

Walter Bettinger: With the right full-service model for serving today’s investors, we are driving sustained momentum in our business.
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8 takeaways from Schwab's earnings report and commentary including: We are 'full-service', dammit

Richard Hough: The company had a plan of going public from day one.
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How a classic $16.2 billion RIA pulled off an IPO after a few speedbumps and why the decision is looking good


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