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JPMorgan feels Twitter’s doubled-edged sword
After big IPO hit, the bank learns the hard way how not to use social media
How to set up a Facebook business page in 5 minutes
During a social media session at the Schwab Impact Conference, online guru Michael Kitces told an audience of advisers and financial industry executives that Facebook hasn't worked as a way to promote business. But perhaps the reason is that most advisers just aren't using it correctly and making excuses not to use it. Here's how to learn how to set up a page that gives you a fighting chance at getting the most out of Facebook.
Social media amplifies your message, helps in searches
Real return is building relationships, especially with younger clients, prospects.
Twitter sets IPO price above offer range, will raise $1.82B
Largest IPO by a technology company since Facebook in May 2012 values the microblogging company at $14.2 billion. At $26 each, above the offering price, shares to begin trading on the New York Stock Exchange on Thursday.
3 ways to improve your online content
The future of marketing your financial planning or wealth management business is all about content. But what exactly does content mean and why should you be paying attention?
Advisers must defend online reputation before it’s too late
One black mark can cause problems, so lay the foundation now All around the advisory industry, compliance…
Online financial advice platform Jemstep raises $4.5 million
With total fundraising at $15 million, firm plans to bolster product, boost distribution.
Should advisers upgrade to the new iPhone?
With all the buzz surrounding Apple's introduction of two new iPhones, InvestmentNews polled its panel of tech experts to find out if advisers should buy it. Here's what they said.
ProTracker Cloud goes mobile with open-source SugarCRM
Sugar surpasses Salesforce in allowing for an adviser-tailored platform, says ProTracker's Mackensen.
JPMorgan to consider chat-room ban amid regulatory scrutiny
The largest U.S. bank by assets is weighing whether to ban traders from using electronic chat rooms to communicate with peers at other firms as the forums draw scrutiny from global regulators.
New apps help improve adviser efficiency
Fidelity, FileThis apps help increase data accessibility for advisers
Total Rebalance Expert acquires PowerAdvisor’s portfolio management software
Total Rebalance Expert on Friday announced the acquisition of PowerAdvisor's portfolio management software suite from Cornerstone Revolutions. The combination of Total Rebalance's portfolio rebalancing platform with PowerAdvisor's system will create a complete portfolio management solution for registered investment advisers, Total Rebalance chief executive Sheryl Rowling said.
Twitter IPO: Money left on the table, but that’s OK
Shares of Twitter surged 73% in their debut, the biggest IPO opening pop since 2007. Part of that was by design as management and bankers took the lessons of Facebook's botched IPO to heart. What's in store for the stock now?
Message from a T3 newbie
Even the most seasoned veterans of the T3 technology conference can feel swamped with information after a full day of thought-provoking interactions.
Chock full of new goodies from T3 Enterprise
An insider's highlights from networking, vendor educational sessions and exhibits.
Zywave breaks in two
Zywave splits in two, with insurance unit going to a new private-equity owner as financial advisory unit changes name to Advicent.
Trying to harness the power of big data for advisers
From analytics to zettabytes, big data is overtaking tech platforms in the financial services industry.
What Twitter’s IPO suggests for the evolution of social sharing
The expanded reach of social media makes it that much riskier when used in a business setting where key information can easily get leaked.
What’s a tweet worth? Twitter sets IPO price
Social media site seeks $1.4 billion in biggest web offering since Facebook.
