Articles tagged "Facebook"


Adam Nash: We're firm believers that artificial intelligence applied to your actual behavior will provide far more powerful advice than what traditional advisors offer today.

After Betterment's $100 million VC raise makes 25 newspapers, Wealthfront unveils 3.0 on blog and Twitter
The big Redwood City robo is staying in character by touting 'artificial intelligence,' in synch with Facebook's CEO, but whether it's a real delineation or simple evolution is hard to tell

Tuesday 4.19.16
Ken Anderson: We can continue to archive the personal pages but don't have access to those messages.

How Facebook's unfriendly new privacy strictures are edging RIAs into the social media monster's business-page boonies
Third-party data culling and archiving firms like Hearsay and Smarsh are scrambling for workarounds as the data spigot runs dry and new compliance challenges loom

Thursday 9.24.15
Seth Worby: Financial services is second-largest industry represented on LinkedIn -- and 67% of the profiles are adults with investments portfolios to manage.

How exactly RIAs can get the something for almost nothing they expect from 'free' social media
Facebook, LinkedIn and Twitter basics can be a gateway to a broader cyber existence, maybe

Friday 5.29.15
Brooke Southall, Michael Lock, Megan Carpenter and Jason Lahita : I don't expect to see [Google and Facebook] in heavily regulated businesses, Lock says.

Credible reasons Facebook and Google won't become robo-RIAs and other things I learned at Hearsay Social-Pershing event in San Francisco
The atmosphere was SOMA startup, the 20-plus RIAs wore suits and dresses and Mark Tibergien was in listening mode

Friday 5.15.15
Ali Rosenberg: I found myself evangelizing Wealthfront.

After bagging Google, Wealthfront hires a Facebook web-traffic pied piper to manage mega-prospects knocking at the door
With 'bigger' deals than Google in the works, Alison Rosenthal hits the ground running -- fast -- at the online RIA

Thursday 10.2.14
Lloyd Blankfein: A job like this is hard to come by.

The 8 things I learned about Lloyd Blankfein at the SIFMA confab when he was grilled by Politico
The Goldman Sachs chief used artifice to boost himself and his company and stayed appealingly accessible all the while

Wednesday 11.13.13
Tyler Winklevoss: If you came to hear us talk about Facebook you came to wrong place.

How the Winklevoss twins disrupted a big NYC hedgie event and distracted from the poor job most hedge funds are doing for clients
In a break from whistle-through-graveyard business as usual, Cameron and Tyler unconvincingly pitched Bitcoin

Thursday 9.19.13
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
Roger Hewins:We don't use them. We don't even look at them.

Why Schwab handed Facebook and Apple 'F' ratings -- and why advisors seem unfazed
Clients may be perturbed by the flunking grades meted out to the popular Silicon Valley firms even as some RIAs discount the data as 'backward-looking'

Monday 1.21.13
Joe Goldberg: [A Facebook employee] told me, 'I've met with Goldman, Merrill and Morgan and no one has given me a reason to pay them a dime.'

Why sudden wealth at Facebook is gushing into a $17-billion RIA and triggered a merger of two DFA giants
Buckingham Asset Management won a single Facebook employee and now it's all hands on deck as eight teams see prospects -- often til 2 a.m.

Tuesday 9.11.12
Russell Thornton: It builds more credibility and being more easily seen and heard online is probably a good thing.

Advisor Tested: Arkovi expands and archives a firm's online footprint
Social media tools archive your firm's posts, tweets and blogs and make sure they're all there when regulators pay a call

Friday 11.11.11
Greg Friedman: We are researching this as we speak and thinking about how we want to work with this relative to Junxure and our future Cloud product.

As advisors flunk social media 101, CRM makers are starting to pick up the slack
Salesforce, Junxure, and other CRM companies look to tap the rich vein of information on Facebook

Wednesday 9.14.11
Kevin Nichols: Social media can used to reassure jittery clients while prospecting for new ones.

Three ways to use social media in turbulent markets
Rocky markets are the perfect time to use LinkedIn to ask for introductions

Monday 8.15.11
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
Brent Burns: Advisors who take on a fiduciary role have a lot of branding work to do.

NAPFA conference hits hopeful note as members look to the future
Unfazed by venue change, advisors mixed, mingled, blogged and tweeted their way through the three-day meeting

Wednesday 5.25.11
Mike Byrnes: Prospects are going to advisor websites and other online sources to do their due diligence before requesting initial meetings.

Seven things advisors need to know about social media
Shocking but true: In a connected world, the number of Google hits your firm gets increases your credibility. Social media can help.

Tuesday 5.25.10
Facebook:

Orion will take a page out of Facebook to help RIAs achieve better inter-office chats
The Omaha-based portfolio management outsourcer sees potential in co-opting social media methods

Wednesday 3.17.10
Heather Underwood: Orion is planning on integrating some well known social media constructs, most notably the Facebook Newsfeed or

A closer look at Orion Advisor Services' software and what's in store for its next release
Eric Clarke's Omaha company has wedged its way into the RIA consciousness with good reason

Monday 3.15.10
Les Abromovitz: Is your web site updated for current economic conditions?

2010 to-do list for RIAs: Get out of the comfort zone, avoid SEC problems
Marketing and compliance resolutions that start with the Internet and end at the gym

Tuesday 1.12.10
Pat Allen: The assumption was that someone would come to your site and take the time to browse it. Oh no, they won’t.

Five changes to expect in social media in 2010
Expect asset managers to play major game of catch-up in modernizing web marketing

Monday 1.4.10
Les Abromovitz: Twitter's 140-word limit leaves scant room for disclosures

Social media can turn regulatory exam into fiery wreck
Tweeting and Linking in are fair game for sharp-pencilled regulator

Tuesday 8.25.09

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