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Articles tagged "Google"


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Caesar Sengupta: AI is a buzzword, and often misused, however Arta uses tech and humans where appropriate.

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

Amit Zavery spent 24 years at Oracle before Google. He changes the complexion of Broadridge.

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

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

Roy Adams, Joe Ternasky and Jakub Jurek were hired for three very different purposes but are all part of a phase three overhaul of its business model.

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

Mike Golaszewski: President Obama’s proposal deliberately focuses on preserving the existing rules that govern data transit.

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

Sanders Wommack: I took a close look at underlying data and came to significantly different -- in some instances polar opposite --  conclusions.

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

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

Adam Nash [with Andy Rachleff]: Wealthfront automatically ensures that every withdrawal minimizes the taxes owed and keeps your portfolio balanced.

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

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

June 2, 2013 at 9:45 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

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

August 5, 2012 at 9:23 PM

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

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

July 19, 2011 at 2:15 PM

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