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Starting on Monday, Wells Fargo & Co depositors can withdraw money using a smartphone at any branded ATM, the latest sign of U.S. lenders moving away from traditional... → Read More
Want such Promo Bar? Promote anything you want each time you share a link to Twitter → Read More
In mid December, Time Inc. was the latest in a string of companies to announce that it would start accepting bitcoin in payment, following on the heels of Dell, Overstock and Expedia who came before. You might say the age of cryptocurrency has arrive... → Read More
"Follow your passion" has become something of a cliché in the self-help sections of America's bookstores and in the kinds of advice columns and blogs about career and work that seem to have proliferated in the age of the Internet. Ma... → Read More
I suddenly realized that it no longer felt novel to be turning virtual pages on a tiny lit up screen, checking out a conversation between people I'd never met about a story I wrote, in real time. "New media," I realized, is already old.... → Read More
There it was, flickering on my Apple Cinema monitor: I was that 1 boomer in 3 with NO real retirement plan. I was totally busted. My head spun, and in the next few minutes, I went through all five stages of the Kübler-Ross grief model.... → Read More
The entire notion of a "personal self" vs. a "work self" - with clear boundaries in between - is fading. There will inevitably be spillover. Research and experience have shown that when employees have opportunities to express who ... → Read More
The mobile apps young people use today will likely be obsolete not long from now. But those who keep up with the dizzying pace of technology evolution will be much better prepared to engage with clients at their level and in a way they can appreciate... → Read More
Following the rules while using social media is not as hard as you think. Try it. You might like it. → Read More
I continue to wonder what it will take to overcome some of the misguided perceptions that the public has about hedge funds. But getting the word out about their philanthropic generosity through events like these seems a very good place to start.... → Read More
Today, there is extra urgency behind the need for a shift toward innovation: many new financial services competitors that are small, nimble and on the cutting edge of technology entered the market right after the financial crisis, when established fi... → Read More
We can remember our first Compaq portable computers in the 1980s but that doesn't mean we are less savvy with Twitter or Facebook than younger generations.... → Read More
A New Lighthouse Beckons The Financial Services Social Media Weary - The Huffington Post → Read More
Today, due to technological advances, IPO millionaires, successful succession planning, there is a younger breed of wealth that will soon surpass the baby-boomers in both dollars and influence. Wealthy baby boomers are far different in their likes, dislikes and values from their own next-generation children. Where there is significant wealth involved, it becomes even more critical to understand the… → Read More
We cannot lose sight of the reason for compliance and the "spirit" in which it exists. But we need to recognize that we need a new way to maintain the regulatory spirit and discard those ideas that are no longer relevant in a world of Facebook, Twitter, LinkedIn, blogging, social media, posts, 'likes', endorsements, comments and opinions, all of which appear in real-time. → Read More
When Sallie Krawcheck speaks, people listen. Former president of the Global Wealth & Investment Management division of Bank of America and No. 7 on Forbes' 2005 list of the world's top 100 most powerful women, Sallie certainly isn't shy about having an opinion. → Read More
My Personal Social Story: Why Social Media Platforms Are Fads - The Huffington Post → Read More
While I think it's true that "the rich are getting richer," it's important to note a newer, more quantifiable trend: the rich are getting younger. → Read More
The differentiators and qualities displayed by Gen-X and Gen-Y need to be well-understood and addressed to attract the the next wave of wealth. → Read More
What does Hong Kong have in common with Facebook, business intelligence software, and new mobile medical diagnostic technologies for physicians working the front line of patient care? They're all platforms which will dominate the 21st century landscape. → Read More