Technology / Social Media
Fiserv Adds Digital Retirement Planning Solution to its Wealth Management Network
In Partnership with Vestwell, Single platform strategy unites retirement planning and wealth management
Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, announced today that it is integrating digital retirement platform Vestwell into its Unified Wealth Platform. read more
Discovery and Vitality-linked Insurers Credited as Pioneers of Shared-Value Insurance
Advanced model seeks to align core profit-making with larger social impact
A new report published by the Shared Value Initiative in June recognizes the Vitality business model, formed by Discovery and deployed by five of the world’s leading insurers, as a leading example of shared value in insurance. read more
Eyes On Equities
Retail investors were net buyers in June and overall for the first half of the year
Retail investors were net buyers in June and overall for the first half of the year New research from TD Ameritrade’s Investor Movement Index, a behavior-based measurement of Main Street investor activity. Visit here. July 10, 2017 — OMAHA, Neb.–(BUSINESS WIRE)–The June 2017 Investor Movement Index® reached an all-time high of 6.58 as ... read more
Tech Billionaires Positioning Themselves for $1 Trillion Cybersecurity Boom
If security is the Holy Gail, can this start up find the promised land?
Make no mistake: Your data is under attack and hacker extortionists are getting rich-but this is a war with opportunities on both sides, and for the warriors fighting cybercrime, it's a $200-billion-plus opportunity with endless market potential. read more
They’re Here: Algorithms and Non-Human Investment Transactions
7 Questions Investors Should Ask Before Signing Up with a Robo-Advisor
Amid the growing popularity of robo-advisors, the Department of Banking and Securities advises investors to ask questions before switching to a lower-cost investment alternative that offers little or no human interaction. read more
The Surprising Purchasing Power of Low-Income Consumers
Why Amazon (and Other Smart Businesses) Won't Ignore This Important Market
Subscription-based service providers have made a powerful impact on today's business landscape, and all savvy organizations are finding ways to take part in the bustling Membership Economy. read more
Fiserv, GoldBean Target Beginning Investors with Tailored Digital Advice and Education
To assist financial institutions
Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, is equipping financial institutions to better serve beginning investors with the addition of tailored digital advice and education to Wealth Management Network from Fiserv. read more
How safe is your online behavior?
Researchers say it depends on where you're from
Selecting a password or deciding whether an email is a phishing email or not are among countless security decisions you make on a regular basis. Are you making the right decisions? Do you consider your online behavior safe? read more
Ever Eaten a Reality Sandwich or Actually Put Your Ducks in a Row?
Of course not; So why do we keep talking that way at work?
Have you ever heard a coworker say something like, “It ladders up to our overarching framework and optimizes the impactfulness of our deliverables,” and wondered, “HUH?” read more
Looking to Attract Younger, High-Net-Worth Clients? Focus on Authenticity and Transparency
Guidance on the steps advisors need to take to meet the demands of the next generation of investors
Guidance on the steps advisors need to take to meet the demands of the next generation of investors SAN DIEGO, June 15, 2017 /PRNewswire/ — BNY Mellon’s Pershing today launched a new whitepaper, “Gen Why? How to Succeed with Younger, HNW Clients Who Question Everything,” sharing tips on how advisors can attract younger, high-net-worth (HNW) ... read more
Twitter is the Prime Social Media Network for World Leaders
Most Followed Leader? It's Not Trump... It's the Pope
Pope Francis is the most followed world leader on Twitter with a combined total of 33,716,301 followers on his nine language accounts, ahead of U.S. President Donald Trump with 30,133,036 followers and Indian Prime Minister Narendra Modi with 30,058,659 followers read more
What Will Drive the Future of Wealth Management?
Robo-Advisors, partnerships and inorganic Intelligence, for starters
A new wave of robo-advisors, an increasing number of partnerships between wealth managers and widespread usage of inorganic intelligence will drive significant change and opportunities for the wealth management industry in 2017 and beyond... read more
The Psychology of Shopping: Why Do They Buy?
e-Commerce, driven by Millennials and the affluent, reveals habits and trends that might shape the sale-process
With e-commerce sales hitting an all-time high of nearly $400 billion in 2016, the online returns process has become a critical moment in the customer experience. read more
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