A new tool that automates client prospecting on LinkedIn has spurred debate among advisers. Is this tool a sign of things to come for lead generation, or is a more personal touch still required when courting new clients?
Consider January as a starting off point and opportunity to enhance social-media strategies and strengthen online brands. Here's five resolutions to take your social-media presence to the next level.
Thanks to new tools added to the surging social network, Pinterest isn't just for recipes and decorating ideas anymore. But the question remains: Can it help you grow your business?
E-Valuator indicates the percentage below (or above) the benchmark's return the investor is willing to tolerate.
Goal-planning tool to integrate with AssetMark's investment platform.
You have to know when a tech tool is more of a burden than an enhancement.
Innovators using smartphones, tablets to access core apps at twice the rate of others.
A look at how advisers can best utilize their digital assets, such as social media and existing firm websites and blogs, to successfully entice new clients. <b><i>Don't Miss: <a href="http://www.investmentnews.com/section/specialreport/20140209/SOCIAL2014"> The full 2014 Social Media Special Report</b></i></a>
Since its launch in 2003, LinkedIn has done anything but stay the same. Over the past decade, the social-networking giant has listened to users and continually added features to make the site a convenient place to find and share content, as well as to strategically build a professional network.
At these sizes, it becomes increasingly difficult to ignore the strides that robo-advisers are making.
Plenty is written about using technology to engage clients, but what about when the client doesn't want to engage?
Weather worries trigger move away from Florida headquarters.
Sheryl Rowling dishes on how technology helped her firm managed through a recent examination by the Securities and Exchange Commission. It made a difference.
Street appeal, Motif Investing attracts the interest of Goldman Sachs
This week's TD Ameritrade Institutional conference was packed with technology. From providers to presenters, the message to advisers was clear: It's time to stop paying lip service to technology and walk the walk. Sheryl Rowling shares her top takeaways.
