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Wealth Management Solutions

New immigrants in the U.S. have similar dreams for their children’s future and financial stability as their predecessors.

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There has been a lot written about data analytics in the recent years. A revolution has certainly begun but what are the affects to corporations and consumers across industries. One cannot address the topic of data analytics without first considering the privacy concerns of clients and consumers.

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There is some concern that the emergence of “robo-advisors” may pose a competitive disadvantage and will ultimately change the playing field for more traditional advisors as millennials in particular; will tend to choose more technology-centric services that directly connect investors with suites of analytic tools to create financial plans over traditional advisory practices.

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Saturday, 21 December 2013 00:00

Social Networking for Financial Institutions

webBroker iN-Touch™ is a Marketware concept introduced in 2011 that offers a way to meet customers and prospects where they spend their time; on their mobile devices, (desktop or the web). iN-Touch advances the vision of “anytime, anywhere” financial services.

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The human contact may be the most important interaction between financial advisors and clients; yet the “personal touch” is increasingly downplayed. Financial advisory clients are increasingly turning to social media to streamline, and even help manage their investment portfolios. In a recent Accenture study of 400 U.S. financial advisors, 48% of advisors reported that they use social media to interact with investors on a daily basis; while 50% say they have “successfully used social media to convert prospects into clients.” While the benefits of using social media cannot be disputed; at the same time, clients are also looking for “personal communication”. The challenge is for Advisors to exploit the advantages of social media while making sure that the “personal communication” with clients is not ruled out completely.

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Finance & Investment News

Finance – Knowledge@Wharton

Knowledge@Wharton is the online business analysis journal of the Wharton School of the University of Pennsylvania.