Results for "social media"

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Need expert — but cheap — advice on social networking? Talk to your intern

May 9, 2013

Not sure what to have your intern 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, that young...

Mining LinkedIn for rollover assets

May 5, 2013

There are very few financial advisers who aren't looking to capture additional assets. One of the quickest ways to identify some of these assets is, quite literally, at your fingertips. Employees don't tend to stay in one place as they did in...

The Takeaway: Oakmark is winning and Buffett is tweeting

May 2, 2013

Portfolio The May issue of the Mutual Fund Observer is out and includes: Oakmark alumni being such amazing managers and three messages from Rob Arnott. (Mutual Fund Observer) On the absurdity of Sell in May, defensive stock valuations and other...

Finect: They have built it (more or less). Will advisers come?

May 1, 2013

I really want to like Finect, the new social-media network that was launched into open beta Tuesday. In an overly simplified nutshell, it purports to be an open, inherently compliant social network for the financial services industry and its...

Financial services using LinkedIn for content more than jobs

May 1, 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,...

Internet searches can reveal which way the market is headed

April 28, 2013

When a team of academics last week unveiled research showing that Internet search traffic could be used as a leading indicator of the stock market's direction, it initially sounded a little far-fetched for an actual investment strategy. Then,...

BrokerCheck link dashed

April 28, 2013

Finra last week withdrew a proposal that would have required brokers to post a link on their websites and social-media pages to a database containing information about their disciplinary history. The Financial Industry Regulatory Authority Inc....

With Finect, advisers get their own social network

April 25, 2013

Davis D. Janowski, InvestmentNews

More advisers stay in touch by tweeting

April 14, 2013

Financial advisers are warming up to social media. More advisers are jumping onto Twitter and using social-networking platforms to communicate news and information to clients, according to a new survey from American Century Investments. About...

Street appeal: Motif Investing attracts the interest of Goldman Sachs

April 12, 2013

Motif Investing has raised an additional $25 million in Series C financing from a number of investors, including, for the first time, Goldman Sachs & Co. Goldman's undisclosed investment in the firm joined existing investors including Foundation...

The Takeaway: Now coming to the main stage - emerging markets!

April 11, 2013

Portfolio Jeff Gundlach unveiled his new short idea today at the DoubleLine luncheon: (Barron's) Emerging markets may finally participate in the rally after drastic underperformance. (Global Macro Monitor) Even the best managers in history have...

Tech Connect: The adviser's first stop for technology news and information

April 11, 2013

Welcome to Tech Connect, the new home for all things related to adviser technology at InvestmentNews. Here you will find the latest in technology news as wells as stories, blog posts and other content related to tech trends affecting the way...

More advisers staying in touch with clients by tweeting

April 9, 2013

Advisers are warming up to social media. More financial advisers are jumping onto Twitter and using social-networking platforms to communicate news and information with clients, according to a new survey from American Century Investments. About...

SEC talks social media, and cloud computing security gets clarity

April 3, 2013

People have been asking me to post something original today, but after two days away from the office I'm still digging out. Luckily, in the process of doing so I came across these two pieces. They are from people I know or have worked with in...

SEC: Social media OK for delivering info to investors

April 2, 2013

In another move recognizing the vast reach of social networks, the SEC on Tuesday indicated that a company can disclose any information that might affect its stock price via social media -- as long as the firm makes clear that such announcements...

LinkedIn unifies its search

March 29, 2013

LinkedIn made some major changes to how its search features work on Wednesday. Simply put, the company has updated and rearranged its query functions, so rather than always using the drop down that sits next to the search box to specifically...

The Takeaway: Buffett and Goldman, sittin' in a tree...

March 26, 2013

Portfolio Buffett back into a gigantic slug of Goldman Sachs stock. (Bloomberg) Joe Lavorgna updates us on the undeniable recovery in housing, through today's data. (Deutsche Bank) More on housing prices from the Chief Economist at Trulia. (The...

Advisers overestimate how 'personal' client relationships are

March 26, 2013

Even as more financial advisers reach out to clients daily through social media, advisers think their relationships with clients are much closer than what clients think. When asked in a recent survey about their relationships with their clients,...

Dig further into social media to get the biggest business bang

March 21, 2013

Think about the impact an adviser can have on client relationships if he is the first — and maybe only — professional in their lives to congratulate them on that important business or personal success. The likelihood of those clients leaving...

When it comes to social media, advisers should beware but be there

March 15, 2013

Another new survey reports that wealthy investors are using social media — up to 90% of them according to Cogent Research — yet many advisory firms who yearn to gain these people as clients are still staying away from Facebook, Twitter and...

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