Wonders & Blunders: After Tax Time

 

Wonders & Blunders: After Tax Time
 
Wonders & Blunders: After Tax Time
OUR CRITICAL ANALYSIS OF THE WEEK’S NEWS
Wonders & Blunders: After Tax Time
Hope everyone filed their taxes on time yesterday, before the IRS payment site crashed! That’s definitely the blunder in today’s Wonders & Blunders. We bet there’s a fintech solution that could help…
 
If you plan to invest your tax refund in the next big tech company IPO, the Silicon Valley venture capitalists thank you! VCs hope the recent successful tech IPOs start a trend for the other major players such as Uber and Airbnb to finally go public in 2018.
 
Perhaps you’ll seek advice on how to invest your tax refund? If you pay for advice from Fidelity, your fee will now be based solely on the amount of money you’re investing, instead of a confusing myriad of additional factors. Increased transparency in financial fees has been a long time coming!
 
Could AI help you decide what to do with your refund? Companies in numerous industries are taking advantage of the many uses of AI technology, such as home insurance appraisals and credit card cybersecurity.
Wonders & Blunders: After Tax Time
 
Wonders & Blunders: After Tax Time
Wonders & Blunders: After Tax Time
Wonders & Blunders: After Tax Time
Wonders & Blunders: After Tax Time Wonders & Blunders: After Tax Time
2018’s Tech IPO Boom Continues
Wonders & Blunders: After Tax Time
Wonder: Silicon Valley Venture Capitalists Prepare for an I.P.O. Wave – Jack Nicas in The New York Times.
 
After the successful IPOs of DropBox and Spotify, combined with cloud computing company Zuora’s IPO stock increase of 43 percent on Friday, many venture capitalists predict a wave of tech company IPOs to continue in 2018. VCs could see enormous returns on their investments into tech startups, but they can’t cash in if the companies remain private. The predicted windfall in IPOs could encourage some of the highest valued tech companies to enter the public market, earning billions of dollars in returns for investors.
Wonders & Blunders: After Tax Time
Wonders & Blunders: After Tax Time
Wonders & Blunders: After Tax Time
Wonders & Blunders: After Tax Time Wonders & Blunders: After Tax Time
Transparency in Financial Planning Fees
Wonders & Blunders: After Tax Time
Wonder: Fidelity Is Revamping How It Charges You for Financial Advice – Sarah Krouse in the Wall Street Journal.
 
Fidelity Investments has heard the cry for more fee transparency. The financial behemoth is overhauling how it charges customers for financial advice. Fees for advice will now strictly correlate to how much money the client invests. The current fee structure is based on a variety of complex factors such as investment preferences and degree of interaction. All current Fidelity customers will be charged an equal or lesser amount in fees compared to their current plan to increase customer satisfaction.
Wonders & Blunders: After Tax Time
Wonders & Blunders: After Tax Time
Wonders & Blunders: After Tax Time
Wonders & Blunders: After Tax Time Wonders & Blunders: After Tax Time
Artificial Intelligence Across-the-Board
Wonders & Blunders: After Tax Time
 
Many businesses are beginning to implement AI into tasks not traditionally considered to be high-tech. Insurance companies such as Allstate use AI drones to inspect homes for storm damage, preventing workers’ common injuries during their most dangerous task, rooftop inspection. Electric companies are exploring AI to efficiently distribute power through grids, an increasingly complex task. Cybersecurity companies can use AI to prevent fraud and protect identities, useful for many companies such as Mastercard. AI self-driving cars could help companies such as Lyft expand ride-sharing to rural areas where there are not enough human drivers to feasibly offer service.
Wonders & Blunders: After Tax Time
» IN THE NEWS
Wonders & Blunders: After Tax Time
Wonders & Blunders: After Tax Time
Wonders & Blunders: After Tax Time Wonders & Blunders: After Tax Time
News BTC reports that Noble Bitcoin will provide insured cold storage for its Bitcoin IRA clients.
Wonders & Blunders: After Tax Time
Wonders & Blunders: After Tax Time
Wonders & Blunders: After Tax Time Wonders & Blunders: After Tax Time
The San Diego Business Journal reports that AI company Brain Corp is collaborating with cleaning product company Tennant on autonomous cleaning machines.
Wonders & Blunders: After Tax Time
Wonders & Blunders: After Tax Time
Wonders & Blunders: After Tax Time Wonders & Blunders: After Tax Time
Robotic Business Review includes Brain Corp on its list of featured vendors attending the MODEX 2018 conference.
Wonders & Blunders: After Tax Time
» BOTTOM LINE: Communicating the Value of Enterprise Blockchain Technology
Wonders & Blunders: After Tax Time
In August 2017, Gartner predicted that blockchain’s business value-add will grow to $176 billion by 2025. There is no doubt that the adoption of blockchain technology is spreading like wild fire, however the question still remains if users understand the value of these new blockchain service offerings that corporations are racing to roll out. In order for blockchain technologies developed by enterprises to impact the bottom line, companies must first educate end customers about the added benefits it brings to the table.
Wonders & Blunders: After Tax Time
» FEATURED CASE STUDY: Intrinio
Wonders & Blunders: After Tax Time
Intrinio, a financial marketplace driven by machine learning and artificial intelligence, wanted to appeal to investors, developers and financial services companies as a data provider that delivers enormous efficiencies at a lower price point than firms such as Capital IQ and Bloomberg. The company formed a strategic partnership with QUODD Financial Information Services to provide Nasdaq’s real-time data directly to enterprise clients (institutions and banks). Previously, Nasdaq’s data was provided in a raw and unfiltered form. The partnership provided enterprise users with faster implementation and a lower cost to access Nasdaq basic on the market.
Wonders & Blunders: After Tax Time
 

PR Assistant

San Diego, CA
Close

Our ideal candidate is a news and digital marketing junkie, who loves the thrill of pitching top-tier business media, writing a timely blog post and managing client PR & marketing campaigns. Pitching the Wall Street Journal or TechCrunch? No problem. Searching and networking for the next great speaking opportunity for a client? Of course! You live to see your clients featured in the spotlight. KCD PR is hiring a full-time Senior Associate based in San Diego or virtual (with some travel to San Diego!) to join our growing agency specializing in the financial, fintech and emerging technology industries. This position works directly on a small, collaborative team on public relations, digital marketing and social media campaigns for our diverse roster of clients across the nation in emerging categories like fintech, AI, SaaS, cybersecurity and blockchain. This position promises to offer an exciting, fast-paced work environment, access to clients and the opportunity to grow within the firm. If you enjoy rubbing elbows and supporting some of the brightest names in financial and technology with brand-building public relations and marketing campaigns, we want to hear from you. We have a caring and rewarding culture and a fun work environment – we work as hard as we play!  Expect a fast paced day and plenty of opportunity to shine and be rewarded for your hard work.

What You Will Be Doing at KCD PR:
•  Key contact for clients, supporting daily communications for 5-7 key client accounts
•  Partnering with other KCD PR team members on content creation and support of collateral materials and client events
•  Key role on agency marketing initiatives – creating company newsletter, blog content and digital PR and marketing campaigns
•  Participates in day-to-day media monitoring of client and industry news
•  Creating press releases, fact sheets and various other press materials
•  Strategizing on public relations and marketing goals and objectives
•  Pitching/conversing with national business and technology media on behalf of KCD PR clients
•  Managing social media marketing content for new clients and knowledge to use Facebook, LinkedIn, Google+, Twitter and YouTube
•  E-Marketing management, blog posts and landing page content creation
•  Utilizing social media to promote client news/events updating/creating pages for clients, web content revisions for client web sites
•  Editing web site content, uploading videos, often first draft of client work

Does This Sound Like You?
(*Must meet all criteria*) Candidates with previous experience working in related roles in the financial services and technology industry will be given priority. No recent graduates will be considered.

At least 3+ Years previous PR or marketing agency experience (with technology and/or financial services clients)
Bachelor’s Degree in related field (Communications, Marketing, Finance, Business or related field)
You have proven skills of integrating and leveraging social media programs, print and broadcast media to heighten client exposure and visibility
You have a strong knowledge of the financial and technology markets and know the trends, opportunities and challenges that face many of the agency’s clients
You’re a communication guru and have a strong portfolio of writing (creative and strategic) and possess a healthy network of media contacts that have helped garner impressive results
Experience managing multiple client accounts and collaborating with a team of internal resources
Superior, proven written and oral communication skills and an obsession with detail-oriented results
Ability to speak with clients, participate on conference calls and maintain high level of professionalism and maintain confidentiality of client information
Knowledge of WordPress, basic website editing and Hubspot marketing software systems a plus (as is Hubspot certification)

Compensation:
Competitive salary based on commensurate experience, bonus program for smart goal performance, 401 (k) retirement plan with full company match and annual company profit sharing contributions, generous group health care plan options, PTO plus paid company holiday from Christmas Day through New Year’s Day, free beer, breakfast and all sorts of goodies at our awesome co-working space in Little Italy, direct deposit, mass-transit/biking incentives.

PR Assistant 2

San Diego, CA
Close

Our ideal candidate is a news and digital marketing junkie, who loves the thrill of pitching top-tier business media, writing a timely blog post and managing client PR & marketing campaigns. Pitching the Wall Street Journal or TechCrunch? No problem. Searching and networking for the next great speaking opportunity for a client? Of course! You live to see your clients featured in the spotlight. KCD PR is hiring a full-time Senior Associate based in San Diego or virtual (with some travel to San Diego!) to join our growing agency specializing in the financial, fintech and emerging technology industries. This position works directly on a small, collaborative team on public relations, digital marketing and social media campaigns for our diverse roster of clients across the nation in emerging categories like fintech, AI, SaaS, cybersecurity and blockchain. This position promises to offer an exciting, fast-paced work environment, access to clients and the opportunity to grow within the firm. If you enjoy rubbing elbows and supporting some of the brightest names in financial and technology with brand-building public relations and marketing campaigns, we want to hear from you. We have a caring and rewarding culture and a fun work environment – we work as hard as we play!  Expect a fast paced day and plenty of opportunity to shine and be rewarded for your hard work.

What You Will Be Doing at KCD PR:
•  Key contact for clients, supporting daily communications for 5-7 key client accounts
•  Partnering with other KCD PR team members on content creation and support of collateral materials and client events
•  Key role on agency marketing initiatives – creating company newsletter, blog content and digital PR and marketing campaigns
•  Participates in day-to-day media monitoring of client and industry news
•  Creating press releases, fact sheets and various other press materials
•  Strategizing on public relations and marketing goals and objectives
•  Pitching/conversing with national business and technology media on behalf of KCD PR clients
•  Managing social media marketing content for new clients and knowledge to use Facebook, LinkedIn, Google+, Twitter and YouTube
•  E-Marketing management, blog posts and landing page content creation
•  Utilizing social media to promote client news/events updating/creating pages for clients, web content revisions for client web sites
•  Editing web site content, uploading videos, often first draft of client work

Does This Sound Like You?
(*Must meet all criteria*) Candidates with previous experience working in related roles in the financial services and technology industry will be given priority. No recent graduates will be considered.

At least 3+ Years previous PR or marketing agency experience (with technology and/or financial services clients)
Bachelor’s Degree in related field (Communications, Marketing, Finance, Business or related field)
You have proven skills of integrating and leveraging social media programs, print and broadcast media to heighten client exposure and visibility
You have a strong knowledge of the financial and technology markets and know the trends, opportunities and challenges that face many of the agency’s clients
You’re a communication guru and have a strong portfolio of writing (creative and strategic) and possess a healthy network of media contacts that have helped garner impressive results
Experience managing multiple client accounts and collaborating with a team of internal resources
Superior, proven written and oral communication skills and an obsession with detail-oriented results
Ability to speak with clients, participate on conference calls and maintain high level of professionalism and maintain confidentiality of client information
Knowledge of WordPress, basic website editing and Hubspot marketing software systems a plus (as is Hubspot certification)

Compensation:
Competitive salary based on commensurate experience, bonus program for smart goal performance, 401 (k) retirement plan with full company match and annual company profit sharing contributions, generous group health care plan options, PTO plus paid company holiday from Christmas Day through New Year’s Day, free beer, breakfast and all sorts of goodies at our awesome co-working space in Little Italy, direct deposit, mass-transit/biking incentives.

PR Assistant 3

San Diego, CA
Close

Our ideal candidate is a news and digital marketing junkie, who loves the thrill of pitching top-tier business media, writing a timely blog post and managing client PR & marketing campaigns. Pitching the Wall Street Journal or TechCrunch? No problem. Searching and networking for the next great speaking opportunity for a client? Of course! You live to see your clients featured in the spotlight. KCD PR is hiring a full-time Senior Associate based in San Diego or virtual (with some travel to San Diego!) to join our growing agency specializing in the financial, fintech and emerging technology industries. This position works directly on a small, collaborative team on public relations, digital marketing and social media campaigns for our diverse roster of clients across the nation in emerging categories like fintech, AI, SaaS, cybersecurity and blockchain. This position promises to offer an exciting, fast-paced work environment, access to clients and the opportunity to grow within the firm. If you enjoy rubbing elbows and supporting some of the brightest names in financial and technology with brand-building public relations and marketing campaigns, we want to hear from you. We have a caring and rewarding culture and a fun work environment – we work as hard as we play!  Expect a fast paced day and plenty of opportunity to shine and be rewarded for your hard work.

What You Will Be Doing at KCD PR:
•  Key contact for clients, supporting daily communications for 5-7 key client accounts
•  Partnering with other KCD PR team members on content creation and support of collateral materials and client events
•  Key role on agency marketing initiatives – creating company newsletter, blog content and digital PR and marketing campaigns
•  Participates in day-to-day media monitoring of client and industry news
•  Creating press releases, fact sheets and various other press materials
•  Strategizing on public relations and marketing goals and objectives
•  Pitching/conversing with national business and technology media on behalf of KCD PR clients
•  Managing social media marketing content for new clients and knowledge to use Facebook, LinkedIn, Google+, Twitter and YouTube
•  E-Marketing management, blog posts and landing page content creation
•  Utilizing social media to promote client news/events updating/creating pages for clients, web content revisions for client web sites
•  Editing web site content, uploading videos, often first draft of client work

Does This Sound Like You?
(*Must meet all criteria*) Candidates with previous experience working in related roles in the financial services and technology industry will be given priority. No recent graduates will be considered.

At least 3+ Years previous PR or marketing agency experience (with technology and/or financial services clients)
Bachelor’s Degree in related field (Communications, Marketing, Finance, Business or related field)
You have proven skills of integrating and leveraging social media programs, print and broadcast media to heighten client exposure and visibility
You have a strong knowledge of the financial and technology markets and know the trends, opportunities and challenges that face many of the agency’s clients
You’re a communication guru and have a strong portfolio of writing (creative and strategic) and possess a healthy network of media contacts that have helped garner impressive results
Experience managing multiple client accounts and collaborating with a team of internal resources
Superior, proven written and oral communication skills and an obsession with detail-oriented results
Ability to speak with clients, participate on conference calls and maintain high level of professionalism and maintain confidentiality of client information
Knowledge of WordPress, basic website editing and Hubspot marketing software systems a plus (as is Hubspot certification)

Compensation:
Competitive salary based on commensurate experience, bonus program for smart goal performance, 401 (k) retirement plan with full company match and annual company profit sharing contributions, generous group health care plan options, PTO plus paid company holiday from Christmas Day through New Year’s Day, free beer, breakfast and all sorts of goodies at our awesome co-working space in Little Italy, direct deposit, mass-transit/biking incentives.