Articles tagged "Facebook"
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As Acorns grapples with monetizing 1.1 million micro-accounts, the laid-back LA robo-advisor brings Wealthfront’s former chief exec onto its board
After this week's $1.3-billion Robinhood valuation, the sheer quantity of Acorn accounts may count for plenty in VC estimations
April 28, 2017 at 9:50 PM
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
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
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
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
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
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
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
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
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
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
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
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
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
Three ways to use social media in turbulent markets
Rocky markets are the perfect time to use LinkedIn to ask for introductions
