Offering Personal Financial Management capabilities, commonly known as PFM, can place financial institutions at the center of their clients’ financial lives and in the role of trusted advisor. The promise of PFM is to help individual …
Author: jim
Two years ago, Allstate bought online auto insurance carrier and internet bubble survivor Esurance in order to better compete with direct auto carriers Geico and Progressive. Over the past six years, Allstate has steadily lost market …
The Q2 PwC MoneyTree Report came out last week showing that investment activity by corporate venture arms is on the upswing. Corporate VCs participated in nearly 16% of venture deals in the second quarter. I have …
The video marketing experts at Pixability recently completed a study of what makes video marketing successful. They analyzed the YouTube efforts of the companies making up Interbrand’s Best Global 100 Brands* from 2012 to see what …
Efforts to bring low-cost, unbiased investment advice to the masses are nothing new. You could date those efforts to the birth of the U.S. mutual fund industry early in the last century. The wealthy could afford …
Seeing an iPhone for the first time, Bill Gates is reported to have said, “Oh my God, Microsoft didn’t aim high enough.”* Anyone who has used a Zune, or who, like me, has owned computers running …