Results for "social media"

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How social-media platforms stack up for the advice business

July 7, 2013

Last month, I was on a panel with some of the industry's top social-media minds at Pershing's Insite conference in Hollywood, Fla. It was a great session. Yet, some of the best discussions were those that occurred after our presentation. As...

QuantConnect adds data to trading platform, builds global network

July 2, 2013

I have written about a number of startups in the computing realm that have the potential to begin leveling the playing field in a number of finance-related categories. Here's another new one: QuantConnect. Its co-founder and chief executive,...

Covestor receives new injection of funding, adds staff, improves features

June 20, 2013

On my to-do list this past week has been to post some news on Covestor, the fairly well known “online marketplace for investing” as they refer to themselves. The firm announced on June 13 that it had raised $12.75 million in a Series B round...

Tweet this: Finra spot-checking firms for social media compliance

June 19, 2013

The Financial Industry Regulatory Authority Inc. is doing social-media compliance spot checks on some of its member firms. In a notice posted Monday on Finra's website, the regulator said it wants broker-dealers to identify the sites used by...

IN Voices

June 16, 2013

Citizens bandy about worth of radio advice Readers reacted quickly and sharply to Liz Skinner's article about a battle waged over Twitter between radio host Dave Ramsey and fee-only financial advisers. Advisers took issue with Mr. Ramsey's promotion...

Dave Ramsey flames advisers on Twitter

June 9, 2013

A Twitter war that began in late May escalated over the first weekend of this month between radio host Dave Ramsey and fee-only financial advisers who criticized the author of financial advice books for telling Americans to expect a 12% return...

Vine mobile app: Not your dad's candid camera

June 6, 2013

Advisers who don't have teens or tweens at home may be in the dark about a popular app for recording video clips that increasingly is finding its way into the business social-media scene. It's called Vine. The biggest use of the technology appears...

The Takeaway: Don't be so sure about where rates are headed

June 6, 2013

Portfolio Are emerging markets the real fulcrum of global risk? (The Reformed Broker) Morgan Stanley's master spreadsheet of average mutual fund fees versus average ETF fees. Good reference. (World Beta) Is this what the "cheap" iPhone will...

Actiance introduces latest version of Vantage

June 4, 2013

Behold Vantage 2013, the latest version of a platform from Actiance Inc. Methinks this is a particularly rosy little niche for firms selling their wares to financial services businesses. I continue to get wind of rollouts and deals signed between...

Weekend war on Twitter: Ramsey vs. fee-only advisers

June 3, 2013

Dave Ramsey, the popular financial author and personality, initiated a Twitter firestorm by attacking a number of financial advisers who questioned his investment advice. Mr. Ramsey had some choice words for professional advisers, lashing out...

Dave Ramsey flames financial advisers on Twitter

June 3, 2013

A Twitter war that began late last week escalated over the weekend between radio host Dave Ramsey and fee-only financial advisers who criticized the author of financial advice books for telling Americans to expect a 12% return on investments...

Ways to get noticed on LinkedIn

June 2, 2013

Those who want to know what not to do with their LinkedIn profiles should perform a quick search of “financial advisers” and peruse some of the profiles that pop up. You are sure to see, as I did, a sea of sameness. When I set out to write...

Nasdaq to pay $10 million to settle SEC Facebook case

May 29, 2013

Nasdaq OMX Group Inc. agreed to pay $10 million to settle Securities and Exchange Commission charges that its mishandling of Facebook Inc.'s initial public offering last year was a violation of securities laws. Regulators cited the second-largest...

More compliance officers allowing LinkedIn

May 23, 2013

I am often critical and suspicious of small-scale surveys conducted by companies that sell related products, but when they are specialized, I perk up and give them a read. In this case, I perused the third annual Electronic Communications Compliance...

What's now and what's next for Morgan Stanley's new trade tool

May 17, 2013

Morgan Stanley rolled out a new set of tools on its 3D platform this week — now available to all the firm's wealth management financial advisers. Called Trade Flow Insights, the suite of tools is meant to help inform brokers about which of...

Takeaway from Google conference: Get ready for video

May 17, 2013

I honestly had little time to spend on this year's annual Google i/o developer conference but I did sit in on several online keynotes and demonstrations over the course of the three-day event this week. While most advisers are going to see little...

Some secrets of social networking pros

May 15, 2013

Financial advisers need to integrate social media into their work flow so that posting an article on LinkedIn about the upside of foreign equities, for example, becomes a routine part of the day, right along with calls to clients, investment...

Need a social-media maven? Try your intern

May 12, 2013

Not sure what to instruct your intern to do at the office? Make him or her your social-media critic. Renee Boulger, director of client services at Keystone Financial Services, told advisers at the Peak Advisor Alliance conference in Phoenix...

Financial firms using LinkedIn for content more than jobs

May 12, 2013

Financial service providers that have embraced social media increasingly are posting content on LinkedIn to communicate with clients and attract new customers. LinkedIn originally was viewed as a way to establish connections and check out résumés,...

The Takeaway: Bernanke says the play date needs to end

May 10, 2013

Portfolio What the S&P vs Gold may say about a New Age of America.  (Charts etc) Michael Santoli sees echoes of 1995 in the market's behavior this year. I wasn't around then, was listening to a ton of Wu-Tang in a dorm room, so I'll take his...

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