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How to measure your social media presence and boost results
Social media expert and 40 Under 40 honoree Kristen Luke on how to measure the value of your social media presence. Hint: Don't get too hung up on raw numbers.
Massachusetts, Illinois surveying RIAs about cybersecurity
William Galvin in Massachusetts and his securities regulator counterparts in Illinois are surveying state-registered investment advisers to determine their cybersecurity readiness.
Hearsay Social adds content providers
Hearsay Social, a social platform for broker-dealers, adds content providers Broadridge, Life Happens, NewsCred and Trapit.
‘Man in the browser’ and other cybercriminals target the unaware
From system infiltrators to social engineers, scammers seek access to advisory firms' weakest points of entry.
Wealthfront raising $30M led by Index Ventures
The fundraising, which also includes new investors such as Ribbit Capital, is at least two weeks away from closing and final terms could change.
Kitces, Wealthfront trade punches over online tax-loss-harvesting feature
Well-known blogger and industry gadfly continues to pepper online advisers.
The power of incorporating social media into event planning
Socializing events and meetings with Twitter can up attendee participation and deepen relationships.
Social media is worth the time
A panel of social media experts weigh in to explain the major potential social media holds for advisers.
Can an adviser work remotely for a month?
Will Sheryl Rowling be truly able to work with all the wonderful distractions available?
Cybersecurity landscape gets rocky in 2014
InvestmentNews hangs out with IT experts to talk about the Heartbleed bug, regulation and other cyberconcerns
With or without technology, I’m tired
As financial adviser, CPA and dinner host, I use a lot of technology but I'm still tired.
Older investors turn to the web to manage assets
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.
Pershing expands managed account platform, boosts alts information
Adviser custodian and B-D clearing firm faces competition for assets with Fidelity, Schwab.
HD Vest launches tax analysis tool for advisers
The 1040 Analyst tech tool matches individual client data to tax-advantaged financial strategies.
Cybersecurity gets the SEC’s attention as agency plans to query advisers on safeguards
In risk alert, regulator provides advisers with a detailed checklist of what it expects firms to provide for cybersecurity protection.
Pershing updates technology platforms – all at once
NetX360 revised with new interfaces and flexibility for users.
A new planning tool for advisers challenges clients to win a game
Using gamification can help further conversations.
Is there a popup opt-in revolution under way?
More sites are finding value in using popups to increase the reach of opt-in e-mail lists.
Make your world small on social media
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.
Small advisory firm walks tall in putting technology to use
No small chore to put together technology to deliver top-notch client reports.
