About 80% of advisory firms now have written policies about social networking, compared with 64% last year and 43% in 2010, a recent survey of 555 compliance professionals found
New data shows that many advisers are not plugged in to their own CRM systems, using the software as a glorified Rolodex rather than a business analytics tool.
Custodian looking to eliminate mailing of checks to mutual funds, insurance companies; other tech rollouts in the works, too
More and more advisers are posting, tagging and tweeting their way to business growth
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.
