Financial Planning: Then and Now [Infographic]

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Financial Planning: Then and Now [Infographic]Wealth Management

by Luke Hinchliffe on July 31, 2014 with 0 comments

Before financial planning was officially established as a profession, advisors were often stockbrokers, lawyers, accountants or insurance agents with an eye toward positioning wealth for their clients’ future lifestyle needs. But the world of financial planning has undergone major changes in the last 25 years. Everything from the technology we use daily to the process …

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Innovation Emerges from Stories We Tell

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Innovation Emerges from Stories We TellBusiness, Fund Marketing

by Forbes on July 28, 2014 with 0 comments

We find ourselves in a mad rush to do innovation. We create innovation strategies, innovation processes, innovation jump-starts, innovation this and innovation that. We do things, as earnestly and energetically as we possibly can, and then we measure some stuff and decide that what we did was, or was not, a contributor to innovative output …

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The World’s Next 10 Big Fintech Stars

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The World’s Next 10 Big Fintech StarsFinTech, Technology

by Forbes on with 0 comments

Looking for the next generation of financial technology stars? So is Startupbootcamp, the London-based fintech accelerator. It has been running a competition aimed at identifying 10 up-and-coming fintech companies with the potential to make it big – the winners get €15,000 of funding, three months of free office space and a range of mentorship services …

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Top 12 Tech Trends Impacting Financial Advisors: Mary Meeker

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Top 12 Tech Trends Impacting Financial Advisors: Mary MeekerFinTech, Mobile, Technology

by ThinkAdvisor on with 0 comments

Mary Meeker and other Silicon Valley experts have been outlining the latest tech   trends at the industry’s first-ever Code Conference, taking place this week in Rancho Palos Verdes, Calif. For Meeker, a broker at Merrill Lynch (BAC) and later an Internet analyst at Morgan Stanley, highlighting the biggest IT issues of the day is …

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4 Content Marketing Mistakes That Will Wreck Your ROI

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4 Content Marketing Mistakes That Will Wreck Your ROIFund Marketing, Social Media

by Forbes on July 23, 2014 with 0 comments

Here’s what we do know: content marketing is a massively effective method of increasing ROI and overall customer engagement. Here’s what we don’t know: content marketing is not as easy as whipping up some content and tossing it into the oven of the Internet. Careful consideration and strategy is required, and sometimes, even with the …

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