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Get more out of your press release (yes, press release) with video
Releases should have no place in a technology blog but they can play an important role in a digital marketing strategy.
Twitter evolving; you should, too
Emphasizing visual content will help improve user experience and further drive engagement.
5 SEO tips for financial advisers
Here are some great tips that will help your website rise to the top of the heap in Search Engine Optimization:
Ranking the industry’s top tech vendors
TDAI has named the the six top tech picks for its Veo platform. The first-time award program recognizes technology firms that maximize the open access platform.
Bank of America doubling down on Merrill Edge
The banking giant is hiring almost twice its current contingent of 1,700 to serve clients with less than $250,000 in investible assets.
Tackle those social-media faux pas
With more financial advisers diving in and compliance reins beginning to loosen, the financial industry is starting to…
Are these ‘must-have’ elements on your website?
Keep it simple when establishing credibility and connecting with clients online, experts say.
Adviser reviews coming soon to a website near you
In the wake of new SEC guidance, advisers need to brace themselves for online reviews, including negative ones. Liz Skinner on what the relaxed restrictions will mean for your business. (Plus: Read Michael Kitces' take and find out if your client review tactics are compliant.)
Take the quiz: Are your client review tactics compliant?
Now that the SEC has allowed advisers to use third-party client reviews on their websites or social-media pages,…
Rise of the machines
Will the rise of online advice platforms make traditional advisers extinct? Advisers face the challenge of defining their usefulness as technology continues to advance.
Motif users can play portfolio manager<br>and earn royalties
Startup brokerage planning new online platform for advisers.
Financial technology trends advisers can’t afford to ignore
The advice game is changing. Capital is flowing to new contenders, and advisers need to pay attention to some critical macrotrends or get left behind.
Attack of the robo-advisers: Man versus machine
Countless books and movies have been written about the point at which computers shift from being our friend to becoming the enemy. Joe Duran writes that for financial advisers, the battle lines are being drawn right now.
‘Heartbleed’ cybersecurity threat looms over advisers and clients
Steps, including changing passwords, multi-factor verification, can be taken to lessen threat.
‘User experience’ top of mind<br>at TechLeaders conference
Redtail, Albridge and more look to deliver friendly technology to advisers.
How ‘competitive collaboration’ is shaping the future of the advice business
More than a dozen top advisor technology companies compare notes, share their vision for RIAs at TD Ameritrade Institutional's 5th annual Veo Open AccessTechnology Summit.
This guy makes high-speed trading even speedier
CEO of Anova Technologies uses high-frequency radio wave technology that travels twice as fast as fiber optic to connect Chicago and New York.
Time to jump on the Yelp bandwagon? Not so fast!
You'll need to calculate the risk before jumping on the Yelp bandwagon. For some firms, building out a Yelp marketing campaign will seem like a no-brainer. But for others, the downside may outweigh the upside. Kristen Luke weighs the pros and cons.
SEC OKs use of third-party social-media endorsements
Both positive and negative reviews must be posted, commission says
