Results for "social media"

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'User experience' top of mind at TechLeaders conference

April 3, 2014

Here's the first thing a financial adviser needs to know about the TechLeaders conference: The annual broker-dealer technology meet-up is all about how to serve the needs of advisers, yet few advisers actually attend. Instead, the 100 or so...

After troubled start, Morgan Stanley tech platform stabilized

March 31, 2014

After facing an uphill battle when he joined Morgan Stanley less than a year ago, Chris Randazzo, the wirehouse's chief information officer for Global Wealth Management and Investment Management, has finally succeeded in delivering a stable...

5 must-follow SEO strategies for advisers - 5 SEO tips for financial advisers

March 25, 2014

When someone is using a search engine to look for a financial adviser, all advisers want to be the first person they find. But not all advisers’ online presences are set up to land at the top of search results, due to a lack of search engine...

Which (if any) adviser social networks are coming out on top?

March 25, 2014

Here's the good news: Compliance-conscious financial advisers can choose from a number of offerings when seeking online social networks to connect with peers, clients and prospects. Also available are services to help advisers create and store...

The new rules of Facebook marketing

March 20, 2014

Marketing your business on Facebook used to be simple. All you had to do to promote your services was create a page, then find people to “like” your page. Upon doing so, they would begin seeing your company posts in their Facebook newsfeed....

ETF money flows, social media and dating Nick

March 18, 2014

If you go to a Google search box and type in “I want to date,” the friendly autofill will offer up “Nick” as its first choice. No joke — try it for yourself. Dig a little deeper and you'll find that Olympic skier and bronze medalist...

Don't be that guy on Facebook

March 9, 2014

Over the past several years, financial advisers and their firms have worked hard to harness the power of social media to build their businesses. Although some advisers are starting to master the use of this tool, most are still committing some...

5 big tech trends coming your way

March 9, 2014

Forget cloud computing and mobile applications — they're so 2010. So what are the next “wow factor” tech trends, ideas and products that will rock the world of financial advisers and their clients in the not-so-distant future? Chances...

You've got mail ... on LinkedIn

February 28, 2014

I'm pretty sure that you have a profile on LinkedIn — nearly every business professional does these days — but are you utilizing the LinkedIn InMail tool to your best advantage? InMail is a great service (provided at a small additional cost)...

How much should you spend on a new website?

February 25, 2014

People often ask me how much they should budget for a website. It's really a difficult question to answer since there are so many factors that play into the cost of a site. You can build a site for free using a platform like or...

Stocks hit record, McDonald's gets competition and Buffett boils it down

February 25, 2014

Today's guest chef: Mason Braswell Stocks surged to a record high during the day Monday on confidence in merger activity and gains for health insurers. Stocks surge on health-insurer gains In true breakfast news, Taco Bell is looking to steal...

What's Apple got up its sleeve?

February 24, 2014

Today's guest chef: Mason Braswell Apple is on the prowl. In its latest move, the tech giant bought Burstly, a software firm that helps developers build apps. Terms were not disclosed, but so far Apple hasn't been spending the same big bucks...

10 predictions on the future of mobile devices - The future of mobile technology

February 18, 2014

What’s in store for mobile technology? Rishu Mandolia, lead mobile instructor at the Digital Professional Institute, a program aimed at improving working professionals’ digital toolkit, offers 10 predictions for the future of mobile. Where...

Competition brings out the best in financial planning students

February 18, 2014

There is much to be written about all of the technology scoops at the recent T3 Technology Tools for Today conference. Yet what I found most exciting was the FAStech Cup competition. (For those who don't know, FAStech is an integrated technology...

Hearsay Social adds RBC to its client list

February 14, 2014

A startup firm looking to improve financial services firms' social-media presence is integrating more with social-media platforms, as well as the broker-dealer industry. Hearsay Social Inc. has collaborated with LinkedIn Corp. to streamline...

Social media gaffes advisers don't know they're making

February 12, 2014

Social media can be a powerful marketing tool for financial advisers. But like all networking efforts, it takes finesse. Here experts weigh in on where they most commonly see advisers go astray on social media, and how to fix those gaffes. Not...

Renovate your social media profile

February 12, 2014

Advisers always want to find ways to increase their overall efficiency and improve their image. So with that in mind, here are five things you can to renovate and make over your social-media profile. Don't Miss: The debut of Practice Makeover...

How advisers can learn more about Social Security

February 11, 2014

Financial advisers have many choices when it comes to brushing up on Social Security. Find out which resources InvestmentNews contributing editor Mary Beth Franklin recommends.

Why advisers are killing Facebook

February 10, 2014

Spending my formative years growing up in Miami Beach, one thing always remained true: if people five to 10 years older than me had heard of the hip places to go out at night, then those places were not worth going to. Younger generations mos...

Most frequently used social media compliance software

February 9, 2014

Product % of advisers using Smarsh 25.2% Erado 18.2% Socialware Voices 8.8% Arkovi 8.2% LiveOffice 8.2% Hearsay Social 7.5% Don't know 6.9% Actiance Socialite 5.7% SunGuard Protegent 5.7% Laserfiche 4.4% Source: InvestmentNews Social Media Survey

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