Confronting Disruptive Forces: A New Approach to Compliance

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Confronting Disruptive Forces: A New Approach to ComplianceRegulation

by Forbes on March 2, 2015

The financial services industry is facing disruptive forces in many forms, from changing customer behavior and the rise of digital technologies to a shifting regulatory landscape. New risks are emerging as well, many fueled by increasing challenges of fighting cyber-crime and others from managing more complex operations in today’s world. Compliance, once a relatively quiet back-office …

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10 Best Mobile Sites for Financial Advisors: 2015

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10 Best Mobile Sites for Financial Advisors: 2015Fund Marketing, Mobile

by ThinkAdvisor on February 27, 2015

In our list of the 20 Top Fund Websites we discovered that very few of the top money managers were actually mobile-friendly. In contrast, consulting firm Dalbar’s quarterly review reveals which fund company sites offer advisor-specific and easily accessible content on mobile devices. As a followup to our recent ranking, here are this quarter’s top 10 best mobile …

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9 Tips for Designing a Functional Website

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9 Tips for Designing a Functional WebsiteMobile, Social Media for Finance, Technology

by Business2Community on February 26, 2015

Do you have a website? Do you think it “works”? And what does “work” look like for your business? Enquiries, sales, awareness? Whatever your objective, your website is the 24 hour shop front for your business. And the beauty of that is; it’s always open. But your website doesn’t work for free. It’s a work-in-progress …

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Financial Services in the Swing of the Internet of Things

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Financial Services in the Swing of the Internet of ThingsFinTech, Technology

by Cami Crawford on February 25, 2015

When it comes to adopting digital technology, it’s no secret the financial services industry is behind the times. The slow shift to embrace digital practices has left firms of all sized lagging behind other industries that have been quick to dive into the sea of digital opportunities—like in the appropriation of the Internet of Things. …

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Marketing: What’s Technology Got To Do With It?

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Marketing: What’s Technology Got To Do With It?Digital Marketing, Technology

by Forbes on February 24, 2015

As modern marketers, we have entered a world where the number of choices we have in terms of how we do our job is almost endless. The days of the simple media buy are gone, and now we have to deal with digital marketing, SEO, SEM, paid, owned, earned, social media, and so much more. …

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20 Top Fund Websites Ranked

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20 Top Fund Websites RankedData Visualization, Fund Marketing

by Mash Patel on February 23, 2015

Well-designed fund websites, in both the functional and aesthetic capacities, are empowering for both the fund company and the end user. It’s easily an asset manager’s best sales and marketing tool, working around the clock, 24/7. Intuitive design is how we give the user new superpowers.” ― Jared Spool, Web Site Usability: A Designer’s Guide In an …

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