10 Best Investing Sites for Mobile Users: 2014

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10 Best Investing Sites for Mobile Users: 2014Mobile

by ThinkAdvisor on November 26, 2014 with 0 comments

What’s better—a mobile app or a mobile-optimized website? While 79% of mobile users surveyed by Boston-based research firm Dalbar responded that they prefer the app over the site, a wave of app-like practices on mobile sites are beginning to blur that distinction. Users prefer apps because they appear more accessible than sites — there’s no …

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Your Changing Customer: How to Connect With Gen Y

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Your Changing Customer: How to Connect With Gen YClient Servicing, Digital Marketing

by Business2Community on November 25, 2014 with 0 comments

What do your customers look like today? Have you considered what they might look like in 2020? Your customers are changing. Increasingly, millennials (members of Generation Y — loosely defined as anyone born between 1980 and 2000) are having a major influence on buying decisions, at work and in the home. Millennials include teenagers and …

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12 Portfolio Management Apps for Windows Phone

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12 Portfolio Management Apps for Windows PhoneMobile, Wealth Management

by Paul Fawcett on November 24, 2014 with 0 comments

Back in September we put together a concise list of 10 Portfolio Management Apps for iPad, so we thought let’s take a look at the equivalent apps available for Windows Phone. Adoption for this platform has been a little slow with app developers focusing heavily on Android and iOS, but the Windows Phone market is …

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Beating Robos at Their Own Game: Advisors Fight Back

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Beating Robos at Their Own Game: Advisors Fight BackFinTech, Wealth Management

by ThinkAdvisor on November 20, 2014 with 0 comments

The robo-advisor threat to human advisors is real, so it’s time for traditional advisory firms to join the digital revolution, say financial technology experts. “I think robo-advisors will be good for us. They’re the best disruptor I’ve seen,” said Bob Curtis, chief executive and founder of PIEtech Inc., developer of the MoneyGuidePro financial-planning software for …

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Marketing Automation Could Be Harming Your Business – How to Tip the Scale

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Marketing Automation Could Be Harming Your Business – How to Tip the ScaleDigital Marketing, Technology

by Forbes on with 0 comments

The notion of automation in business usually by default offers some very attractive and on the surface, lucrative prospects. Automation simply allows us to focus on tasks we view as more mission critical and worthy of our direct attention and input. We’re always trying to escape manual labor and having someone else or a system …

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The Evolution of Modern B2B Marketing [Infographic]

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The Evolution of Modern B2B Marketing [Infographic]Digital Marketing

by Taranita Costales on November 19, 2014 with 0 comments

When would you say B2B marketing first began? One might argue that it started with a single invention — Johannes Gutenburg’s printing press in 1450. Gutenburg’s invention made mass printing possible. As a result, print advertising was born. Some think that the B2B marketing industry didn’t really take off until the landline telephone was developed …

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