The survey will close on Tuesday.
Morgan Stanley Smith Barney has given its more than 17,000 financial advisers clearance to start using social-media networks. The challenge now? Getting them to use it.
While there are many lists of blogs out there, financial planning's own social media “power tweeter” Michael Kitces, partner and director of research for Pinnacle Advisory Group and publisher of The Kitces Report and his own blog, <a href="https://www.kitces.com/blog/">Nerd's Eye View</a>, maintains a list of blogs specifically relevant for financial advisors.
Puts outnumber calls 3 to 1; 'people are disillusioned'
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'
