When it comes to getting financial advisers involved in social media, Lawing Financial Inc. of Overland Park, Kan., has found that nothing succeeds like success.
Social media is an incredibly fun and effective way to engage with millions of people online. Along with the excitement, however, is the perceived buzz kill—FINRA and SEC compliance standards.
Pershing data shows that vast majority of customers want better online tools but few advisers have glommed on; 'a big gap'
Mind-body expert says advisers ignore cyberchatter at their own peril
Life is more complicated for advisers these days, who face increased pressure from investors to manage investment risk and communicate more frequently...
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.
Affinity practice best bet to retain book of business; whole lot of jumping going on
