Results for "social media"

Displaying 409 results

Sort: Date | Relevance

Author:

Controlling your Google search results may not be enough

May 14, 2019

My financial planning firm gleans more than 50% of our new client leads from Google search alone. How does this happen? For the most part, people head to Google and type in terms like "San Diego financial planner" or "financial advisor in San...

SEC, Finra warn investors not to base stock decisions on social sentiment

May 9, 2019

The Securities and Exchange Commission and the Financial Industry Regulatory Authority Inc. are warning investors about using social media data to make investment decisions. In recent years, companies like TickerTags, Social Market Analytics...

What you can learn about social media when you never stop learning

April 25, 2019

In my spare time, I mentor younger journalists in digital roles. I've been lucky enough over the course of my career to have had some amazing mentors, and I'm a firm believer in paying it forward. I have never forgotten that when I started doing...

5 pillars of marketing for advisers

April 17, 2019

For most advisers, marketing is something they aspire to do but never quite find the time, attention or budget to make a priority. After years of talking about marketing with advisers, I have a few theories as to why this is. One is that marketing...

Social media has changed, but here's one thing that never will

March 27, 2019

It was 12 years ago when I started using social media. First Facebook. Then Twitter. Then LinkedIn. Then Instagram. And in between a million other platforms that no longer exist. Just a year after that, I started using social media in a supervisory...

Blogger Josh Brown and Ritholtz firm to hold adviser conference

February 13, 2019

Ritholtz Wealth Management is getting into the adviser conference business. Joshua Brown, a prolific blogger, financial adviser and CEO at the firm, announced in a recent post on his "The Reformed Broker" website that Ritholtz is co-sponsoring...

Hit the reset button on your social media

January 31, 2019

A solid plan and strategy are the key to every social media success. I wish I had a dollar for every time someone told me that they measure social media successes by things going viral. That's such a misnomer. I also think people feel smarter...

Social media video trends for advisers

January 29, 2019

For as long as I've worked with financial advisers (a decade this year), it seems that people have been predicting that video will become the predominant form of marketing communication. This year, I think that prediction finally comes true....

Sen. Warren again calls for ouster of Wells Fargo CEO Tim Sloan

January 28, 2019

Elizabeth Warren's presidential ambitions are becoming another headache for Wells Fargo & Co. Chief Executive Officer Tim Sloan. The Democratic senator from Massachusetts took to Twitter Monday to again call for Mr. Sloan's ouster, highlighting...

Hearsay helping advisers add Instagram to social media strategies

January 24, 2019

Instagram is one of most popular social media networks among young people, but it isn't yet a part of most financial advisers' media toolkits. To help out, Hearsay Systems is adding Instagram to Hearsay Social, a social media platform for financial...

John Bogle remembered: He 'ignited a revolution'

January 17, 2019

John Bogle remembered: He 'ignited a revolution'

TD Ameritrade partners with popular Chinese app WeChat

December 3, 2018

TD Ameritrade Holding Corporation has a new partnership with WeChat, a hugely popular Chinese app used for messaging, social media and mobile payments that has been criticized for violating users' privacy. Through a mini program built within...

Social media automation is an automatic fail

November 15, 2018

I read something the other day that bugged me enough to write a column about it. Automation. I'm paraphrasing here, because I refuse to link to it, but basically the person said there's no reason in 2018 to be doing social media manually when...

What Elon Musk can teach advisers about social media

October 15, 2018

Social media is hard, and success requires patience, dedication and a lot of work. There's no definite "right way" to use Facebook, Twitter, LinkedIn or any other platform. There's no handbook for advisers on how to attract a million followers...

Jay Clayton rejects Trump tweet calling for less frequent earnings reports

October 11, 2018

Securities and Exchange Commission chairman Jay Clayton just tapped the brakes on President Donald J. Trump's push to let U.S. companies report earnings less frequently. "I don't think quarterly reporting is going to change for our top names...

To delete, or not to delete: That is the social media question

August 23, 2018

Let me be honest. Few things get me more hot under the collar than talk of deleting posts on social media. I've been a social media professional for 11 years now, and if you ask anyone I've worked with you'll likely hear stories of times I've...

Find success with an organized social media strategy

August 9, 2018

If financial advisers agree social media is no longer an optional part of their business, it's time to start checking out some of the tools employed by the internet's "power users." A good place to start is something that can help organize the...

Why advisers are turning to Facebook ads to fill seminar seats

July 24, 2018

Financial planning seminars share much in common with the poet Henry Wadsworth Longfellow's curly headed little girl. To paraphrase, when they're done well, they're very, very good — and when they're bad, they're horrid. That's right; most...

Why You Need an Active Social Media Presence

July 1, 2018

It may come as a surprise to some, but social media can play a key role in successfully growing your business. Routinely publishing content on social media platforms will not only help you establish your brand, but it will also help you develop...

Congratulations! You're already a social media expert

June 29, 2018

Do I need a financial adviser? What's the difference between a financial planner and financial adviser? Are financial advisers just for rich people? How many calories are in a strip of bacon? OK, you can ignore that last one (it's 43). When...

Next Page »

1 | 2 | 3 | 4 | 5 ... 21

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.