Our Top 12 FinTech Blog Posts for 2014

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Our Top 12 FinTech Blog Posts for 2014FinTech

by Taranita Costales on December 18, 2014

It was an exciting year for fintech. Disruption was everywhere — in the headlines of popular publications and even in the new iPhone with its mobile payment feature, ApplePay. There’s no doubt that if you were in the financial services industry, you were following the fintech evolution in 2014. And so were we. We’ve covered the …

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LinkedIn Yields Next-Gen Wealth Transfer Clients For Advisors

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LinkedIn Yields Next-Gen Wealth Transfer Clients For AdvisorsSocial Media

by ThinkAdvisor on December 17, 2014

Financial advisors using social media can significantly boost their business using LinkedIn, as the National Bank of Canada found in a recent pilot project. In fact, the bank says it had a 400% return on its social media investment, which allowed its wholesalers to train 500 investment advisors targeting next-generation clients over a 10-month period. …

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How to be a Marketing Superhero in Financial Services

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How to be a Marketing Superhero in Financial ServicesDigital Marketing, Fund Marketing

by Luke Hinchliffe on December 16, 2014

It was Uncle Ben in Spiderman that said, “With great power comes great responsibility.” Stan Lee’s classic comic book character could very well be addressing today’s marketers. Marketing directors are becoming more responsible for measuring their efforts and their value to the firm. Fund marketers need special powers to succeed and convert more prospects into …

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Retail Chiefs Talk Wealth Management & Generation Now

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Retail Chiefs Talk Wealth Management & Generation NowClient Servicing, Wealth Management

by ThinkAdvisor on December 15, 2014

As part of Charles Schwab Corp.’s 2015 Outlook session on Thursday in New York, the heads of Schwab’s RIA custody and retail operations gave their outlook on wealth management, which also turned into a look at how Schwab views advisors. “Wealth clients want choice,” said Terri Kallsen, executive vice president of Schwab Investor Services, and …

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The Technology Shift of 1914: Lessons We Can Learn 100 Years Later

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The Technology Shift of 1914: Lessons We Can Learn 100 Years LaterTechnology

by Business2Community on December 12, 2014

In 1914 there were more than 4,600 of these companies in the United States alone, a competitive and vibrant industry that had supported tens of thousands of workers, unchallenged for hundreds of years. Entire careers revolved around them — with professionals and specialists, skilled in the complexity and artistry behind their products. An entire supply chain …

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Tech Innovation — Is Your Firm Stuck in Tasmania?

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Tech Innovation — Is Your Firm Stuck in Tasmania?FinTech, Technology

by Matt Stone on December 11, 2014

Why does technology evolve at such different rates in different organizations? Why is Facebook able to improve and adapt while MySpace faded away? The march of progress is relentless, and some financial services companies struggle to simply keep up and stay relevant (never mind getting out in front and staying on the cutting edge). Jared Diamond’s …

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