Financial Services and the Internet
72 views | +0 today
Follow
Financial Services and the Internet
Not a day goes by that I don't hear about how hard it is for financial services providers to take advantage of the power of the Internet. Compliance officers, the SEC, FINRA are just a few of the headaches. I've tried to curate some helpful/interesting information for you to read.
Curated by Brad Friedman
Your new post is loading...
Your new post is loading...
Scooped by Brad Friedman
Scoop.it!

What I Want My Kids to Know About Money

What I Want My Kids to Know About Money | Financial Services and the Internet | Scoop.it
Many parents don’t talk to their kids about money. As a financial planner, I’m an exception to that norm. My kids would be quick to tell you I talk to them about money a lot.Here are a few of the things I want my kids to know about money.
more...
No comment yet.
Scooped by Brad Friedman
Scoop.it!

Millions of Americans lack basic financial literacy, studies show - Los Angeles Times

Millions of Americans lack basic financial literacy, studies show - Los Angeles Times | Financial Services and the Internet | Scoop.it
Millions of Americans lack basic financial literacy, studies show Los Angeles Times A survey by the Financial Industry Regulatory Authority, a Wall Street-funded watchdog organization, found only 28% of respondents knew what happens to bond prices...
more...
Elizabeth Klooster's curator insight, April 27, 2014 5:51 PM

It's gotten much more complicated to navigate the financial landscape in this country. This article indicates how much need there is for better financial education.

Rescooped by Brad Friedman from Digital-News on Scoop.it today
Scoop.it!

Your Employees' Personal Social Accounts Matter, Even On Yelp - Financial Advisor Magazine

Your Employees' Personal Social Accounts Matter, Even On Yelp - Financial Advisor Magazine | Financial Services and the Internet | Scoop.it
Your Employees' Personal Social Accounts Matter, Even On Yelp
Financial Advisor Magazine
Fross added that companies can monitor an employees' personal and professional accounts using a platform like Finect.

Via Thomas Faltin
more...
No comment yet.
Scooped by Brad Friedman
Scoop.it!

UBS gives brokers higher expense accounts to lure the wealthy - Reuters

UBS gives brokers higher expense accounts to lure the wealthy Reuters The firm, an outgrowth of the old PaineWebber brokerage and a subsidiary of Swiss banking giant UBS AG, will not pay advisers for working with any household with less than...
Brad Friedman's insight:

And the rich now have even more opportunities to get richer.

more...
No comment yet.
Scooped by Brad Friedman
Scoop.it!

Financial Services Social Communications Summit

Financial Services Social Communications Summit | Financial Services and the Internet | Scoop.it
The Future of Financial Services Communications: Case Studies and Roundtables.
more...
No comment yet.
Scooped by Brad Friedman
Scoop.it!

A New Breed of Financial Advisor Takes Off - Forbes

A New Breed of Financial Advisor Takes Off - Forbes | Financial Services and the Internet | Scoop.it
A New Breed of Financial Advisor Takes Off Forbes One of the newest designations out there for financial planners, the RICP was launched a year ago by the American College of Financial Services and is now the fastest-growing credential in the...
more...
No comment yet.
Scooped by Brad Friedman
Scoop.it!

Bitcoins: Widely known and widely misunderstood - Los Angeles Times

Bitcoins: Widely known and widely misunderstood - Los Angeles Times | Financial Services and the Internet | Scoop.it
Bitcoins: Widely known and widely misunderstood
Los Angeles Times
The idea was to create a system of electronic cash operating outside the existing financial system.
more...
No comment yet.
Scooped by Brad Friedman
Scoop.it!

Financial Advisor Forecast: Stormy With Scattered Data Breaches - Financial Advisor Magazine

Financial Advisor Forecast: Stormy With Scattered Data Breaches - Financial Advisor Magazine | Financial Services and the Internet | Scoop.it
Financial Advisor Forecast: Stormy With Scattered Data Breaches Financial Advisor Magazine In the wake of recent major cyber security breaches at retailers and banks, the SEC held a cyber security roundtable meeting in March to discuss the current...
more...
No comment yet.
Scooped by Brad Friedman
Scoop.it!

The Wolf of Wall Street: The True Story - TIME

The Wolf of Wall Street: The True Story - TIME | Financial Services and the Internet | Scoop.it
The Wolf of Wall Street: The True Story TIME According to the book, a broker named Mark Hanna (Matthew McConaughey) gave him this advice early on in his career.
more...
No comment yet.
Scooped by Brad Friedman
Scoop.it!

5 Questions to Ask a Potential Financial Advisor - Fox Business

5 Questions to Ask a Potential Financial Advisor - Fox Business | Financial Services and the Internet | Scoop.it
5 Questions to Ask a Potential Financial Advisor
Fox Business
The process of finding the right financial advisor should extend beyond a quick online search and picking the closest professional.
more...
No comment yet.
Scooped by Brad Friedman
Scoop.it!

Financial Services and Insurance Companies that Set Themselves ...

Financial Services and Insurance Companies that Set Themselves ... | Financial Services and the Internet | Scoop.it
How do small businesses in more conservative fields, like finance and insurance make a great campaign on social media? According to a survey by Verizon, two thirds of the small businesses they surveyed use social media ...
more...
No comment yet.
Scooped by Brad Friedman
Scoop.it!

Young Broker of the Year 2013 - The Adviser

Young Broker of the Year 2013 - The Adviser | Financial Services and the Internet | Scoop.it
Young Broker of the Year 2013
The Adviser
New figures from JP Morgan and Fujitsu found the broker market share has climbed from 43 per cent at the end of 2011 to 46 per cent in 2013. Moving forward, we ....
more...
No comment yet.
Scooped by Brad Friedman
Scoop.it!

The Philanthropist's Guide To Choosing A Financial Advisor - Forbes

The Philanthropist's Guide To Choosing A Financial Advisor - Forbes | Financial Services and the Internet | Scoop.it
The Philanthropist's Guide To Choosing A Financial Advisor
Forbes
It's the end of the year when some investors check on their philanthropic efforts, reviewing their charitable donations and measuring their impact.
more...
No comment yet.
Scooped by Brad Friedman
Scoop.it!

Is an Online Financial Adviser Right for You? - U.S. News & World Report

Is an Online Financial Adviser Right for You? - U.S. News & World Report | Financial Services and the Internet | Scoop.it
Is an Online Financial Adviser Right for You?
U.S. News & World Report
While online banking continues to expand rapidly, financial advising has just begun transitioning to the Web.
more...
No comment yet.