Technology & Communications

Technology & Communications (31)

Advisors Success with Social Media Increases

A new study by Putnam has found that the average advisor captured up to an additional $1.4 million in investable assets last year by using social media compared to up to $1 million in 2017. So reports Financial Planning.


Advisors Can Add Value By Teaching Clients Cyber Security

Advisors can add value by teaching their clients to improve their cyber defenses. So reports Wealth Management.


Advisor Launches Online Referral Service

Pam Krueger, host of the television investor education show Money Track, has launched Wealthramp, which uses an algorithm to help individuals find financial advisors. So reports Forbes. Read more...

How to Succeed at Online Marketing

Advisors seeking to succeed with online marketing should ensure that their websites are informative and easy to navigate and they should also ensure that their content is client-focused. So reports Seeking Alpha. Read more...

Financial Firms Falling Behind in Digital Marketing

Financial services firms have been complacent in developing digital marketing programs, but fee pressure and increased competition could change that. So reports Forbes. Read more...

Nobel Laureate Discusses Robo-Advisor Weakness

Technology, unlike individual financial advisors, lacks the ability to generate trust among investors, says Robert Merton, winner of the Nobel Memorial Prize in Economic Science and finance professor at MIT. So reports CNBC.


New Bot Trades Off of Trump’s Tweets

A new bot created by advertising agency T3 automatically analyzes Donald Trump’s tweets and then shorts the stocks of companies that he criticizes. So reports Bloomberg. Read more...

Vanguard, Others Ban Their Ads from Breitbart

Automation has resulted in advertising for Vanguard appearing on alt-right publication Breitbart, even though the mutual fund giant has policies that prohibit it from marketing on political websites. So reports The New York Times.


Robo-Advisor to Try to Attract Muslim Customers

The Farringdon Group Private Wealth Managers plans to launch its Algebra robo-advisor, which will comply with Shariah law for Muslims and be available across the globe. So reports Banking Technology. Read more...

Cyber Security is a High Stakes Matter

Concerns over data security continue to escalate as reports about highly visible cyber breaches pepper the news media. For financial advisors, cyber breaches can be high stakes blunders that can expose clients to identity theft and financial hardships.


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