May 9, 2012

Forget the slideshow: There's only one reason advisers need social media

By Mark Bruno

Here's a surprising stat from our 2012 survey of independent broker-dealers: 79.5% of independent broker-dealers permit their reps and advisers to use social media for professional purposes.

• social media,
• technology

May 8, 2012

Why B2B companies should use social media

By Tracy Samantha Schmidt

The following is excerpted from a blog entry at Crain's Social Media Group.Earlier this week, I taught a class, Creating Your Company's Social Media Strategy, at the Chicagoland Chamber of Commerce. The class was only 90 ...

• social media

May 3, 2012

Pinterest drawing interest from small-business owners

By Lavonne Kuykendall

Ease of use a real selling point; trails only Facebook, Twitter in popularity

• social media,
• technology

May 2, 2012

Advisers say iPad makes them more efficient

By Liz Skinner

Advisers say that an increasing number of timesaving iPad apps are aiding their productivity

• social media,
• software,
• wealth management

April 10, 2012

Is Pinterest the next big social network for advisers?

By Amy McIIwain

Because Pinterest is so new in the social media world, a very small number of financial advisors are using the platform. That means there is an untouched audience of 73 million just waiting to be influenced by you.Have you heard the hype about Pinterest? If not, its 73 million users...

• registered investment advisers (RIA),
• social media

April 2, 2012

Advisers on FaceBook IPO: Yawn

By Jeff Benjamin

But there are some backdoor plays that might make sense for clients

• social media

March 20, 2012

The 15 financial advisers all advisers should follow on Twitter

By Mark Bruno

Last week, we posted the top 20 feeds for financial advisers to follow on Twitter, courtesy of Fushion Analytics' Josh Brown, a.k.a. The Reformed Broker.

• social media,
• technology

March 14, 2012

Shorts betting big against rebound at RIM

BlackBerry market share still shrinking amid iPhone mania

• social media,
• technology

March 13, 2012

20 Twitter feeds all financial advisers should follow

By Mark Bruno

Few financial advisers have used social media (do not insert period yet) as successfully as Josh Brown, also known by many as The Reformed Broker. He has thousands of followers on Twitter (19,206 as of 1pm today, to be exact) and expands...

• 3 - Topics,
• social media,
• technology

February 13, 2012

Yes. Advisers are really attracting clients with social media

Advisers offer their tips for winning business and networking with social media.

• social media,
• your practice