Articles tagged "Google"
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Amid $90 million 'A' raise, 33 Google executives join two Google CEOs and 140 VC investors to launch 'kickass' robo, pitching AI, performance fees and private equity to accredited investors
Wealth technology experts have doubts that even a transplanted Google AI super brain will ask the correct right-brained questions, but they also see promise in a no-brainer VC distribution pipeline.
November 24, 2022 at 2:07 AM
Broadridge CEO Tim Gokey gets Google Cloud's head of platform in his corner as he sets sights on wealth management cloud thunderclapper
Amit Zavery takes a Broadridge board seat as the New York firm--its shares skyrocketing in recent years--adds a wirehouse and makes wealth management a third pillar of growth
July 9, 2019 at 11:33 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
What to make of Wealthfront's three big hires and why its artificial intelligence bid may be indefensible as a strategy
The Redwood City robo bets big on an ex-Google engineering whiz amid a Betterment onslaught and after a period of high-profile departures
September 22, 2016 at 9:06 PM
In the big business vs. big business net neutrality battle, go with the Google-Obama viewpoint over the Cisco-Comcast one
The net non-neutrality crowd is not only wrong; they're not being straight with us
November 28, 2014 at 7:09 PM
Why I respectfully reject the harsh take on unconstrained bond funds expressed by Google and LPL co-authors
An article by LPL's Adam Cohen and Google's Jingwei Lei in IMCA's publication flukily conicided with the revelation of Bill Gross's new job managing just such a fund
October 13, 2014 at 6:46 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
Wealthfront's advice is now an employee benefit for Google employees' non-401(k) savings
Employees at the search giant with less than $100,000 get their balances managed for free -- as do employees of the San Francisco 49ers and Palantir
September 23, 2014 at 2:56 AM
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
June 2, 2013 at 9:45 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
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
August 5, 2012 at 9:23 PM
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
August 15, 2011 at 8:28 PM
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
