Social Media

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Wells Fargo To Sign On Financial Engines

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Financial Engines is close to a deal to add its online investment advice to Wells Fargo & Co's retirement platform, according to a Wells presentation obtained by Reuters.

Facebook Might Consider Business-To-Consumer Chat For WhatsApp

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Facebook Inc. said it may allow businesses to contact users through WhatsApp, the first hint of how the social network might make money from the messaging service it bought last year.

Sometimes, Even Techies Want Human Advisors Instead Of Robos, Schwab Says

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While Americans of all ages say technology is a life necessity, many still prefer to interact with people when dealing with their finances—even Millennials, who have grown up with digital...

Why Aren't More Financial Advisors On The Big Tube?

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Some who have been say it's been the key to landing dream clients.

Wealthfront CEO Says Google, Apple Won’t Be Advisors’ Competitors

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Google and Apple may be staying away, but Bank of America’s Merrill Lynch is poised to make a new marketing push to lure the savings of the 70 million strong group of millennials.

10 Young Advisors To Watch

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In a graying industry, younger advisors are entering the field in surprising ways, and with surprising attitudes about the future of the business.

Facebook To Let Friends Send Money Through Messenger App

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Facebook is giving users the ability to send money to friends through its Messenger application, building off the expertise of a former PayPal executive that the social network hired last year.

Harvesting Financial Info For Advisors

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Harvest, a social platform for investing ideas, is gaining traction with users ranging from big-name financial services firms to financial advisors.

Hearsay Expands Advisors' Internet Reach

by FA Staff

Hearsay Social, a tech firm that offers financial advisors software tools to interact with clients on social media, has launched a new service designed to expand the way advisors interact with...

Services For Self-Directed Investors Continues To Expand

by FA Staff

The number of investment do-it-yourselfers is growing faster than the number of investors seeking professional help, says a new report.

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