Social media expert and <a href="//www.investmentnews.com/section/40-under-40"" target=""_blank"" rel="noopener noreferrer">40 Under 40</a> honoree Kristen Luke on how to measure the value of your social media presence. Hint: Don't get too hung up on raw numbers.
William Galvin in Massachusetts and his securities regulator counterparts in Illinois are surveying state-registered investment advisers to determine their cybersecurity readiness.
Hearsay Social, a social platform for broker-dealers, adds content providers Broadridge, Life Happens, NewsCred and Trapit.
From system infiltrators to social engineers, scammers seek access to advisory firms' weakest points of entry.
The fundraising, which also includes new investors such as Ribbit Capital, is at least two weeks away from closing and final terms could change.
Well-known blogger and industry gadfly continues to pepper online advisers.
Socializing events and meetings with Twitter can up attendee participation and deepen relationships.
A panel of social media experts weigh in to explain the major potential social media holds for advisers.
Will Sheryl Rowling be truly able to work with all the wonderful distractions available?
<i>InvestmentNews</i> hangs out with IT experts to talk about the Heartbleed bug, regulation and other cyberconcerns
As financial adviser, CPA and dinner host, I use a lot of technology but I'm still tired.
More investors over 50 are firing their advisers and managing their own finances through online platforms, as the myth of tech-illiterate old-timers is debunked.
Adviser custodian and B-D clearing firm faces competition for assets with Fidelity, Schwab.
The 1040 Analyst tech tool matches individual client data to tax-advantaged financial strategies.
In risk alert, regulator provides advisers with a detailed checklist of what it expects firms to provide for cybersecurity protection.
NetX360 revised with new interfaces and flexibility for users.
Using gamification can help further conversations.
More sites are finding value in using popups to increase the reach of opt-in e-mail lists.
Overwhelming. That is frequent feedback when discussing the first six months of a financial adviser's initial effort using social media in his or her business. Part of the challenge is learning techniques to use on social networks to filter and manage the fire hose of content that comes in the social stream.
No small chore to put together technology to deliver top-notch client reports.
