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Noah Kerner: We respect what Wealthfront has created but Acorns has a very different customer and product roadmap.
April 28, 2017 at 9:50 PM

John Wotowicz: You have to build brick by brick.

Tiburon CEO Summit goes high as talk turns to FANG factor on days one and two

The once-dismissed prospect that Facebook, Amazon and Google could enter wealth management was back on the front burner as advice business chiefs gathered and Google contributed to a panel

October 12, 2016 at 10:44 PM

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

April 19, 2016 at 9:35 PM

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

September 24, 2015 at 6:10 PM

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

May 29, 2015 at 4:57 PM

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

May 15, 2015 at 7:08 PM

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

October 2, 2014 at 11:31 PM

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

November 13, 2013 at 6:50 AM

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

September 19, 2013 at 5:47 PM

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

March 29, 2013 at 5:16 AM

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'

January 21, 2013 at 2:53 AM

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.

September 11, 2012 at 3:15 AM

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

November 11, 2011 at 5:09 AM

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

September 14, 2011 at 5:51 AM

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

August 15, 2011 at 8:28 PM

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