Technology / Social Media

  • Fiserv Adds Digital Retirement Planning Solution to its Wealth Management Network 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 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 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 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 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 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 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? 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? 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 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 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? 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? 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