Articles tagged "Facebook"


HeadlinePublish date

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 — 9:50 PM UTC

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 — 10:44 PM UTC

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 — 9:35 PM UTC

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 — 6:10 PM UTC

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 — 4:57 PM UTC

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 — 7:08 PM UTC

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 — 11:31 PM UTC

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 — 6:50 AM UTC

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 — 5:47 PM UTC

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 — 5:16 AM UTC

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 — 2:53 AM UTC

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 — 3:15 AM UTC

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 — 5:09 AM UTC

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 — 5:51 AM UTC

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 — 8:28 PM UTC