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How inStream's business model pivot will affect adviser tech spending

January 10, 2014

inStream abandons free plan, introduces subscription pricing from FPPad.com. Financial planning software startup inStream Solutions drops its free pricing plan, switches to annual subscription model. Technology for Planners: Trends, Spending,...

Is Pinterest useful for financial advisers?

December 23, 2013

For every financial planner that has finally started blogging, Pinterest' s new enhanced pin feature is something to get excited about. Before, Pinterest was believed to be the social network to use if you had photographs, recipes and retail...

The 5 biggest social media lessons from 2013 - Social media's big impact

December 23, 2013

2013 was an important year for social media, and via BloombergNews, here are five of the biggest lessons the financial community learned from social media in the past year. (Source: Bloomberg News)

LinkedIn disrupts adviser recruiting

December 19, 2013

Recruiters in the financial services industry are hurting, and they are blaming LinkedIn. Job openings for which companies had previously hired the services of third-party recruiters are now routinely posted on LinkedIn, and large companies...

Don't blanch: Social networks can be good for your company

December 19, 2013

Social media for marketing has become common practice in the financial industry. But did you know that the same technology that connects you with your clients, prospects and networking partners can also be used to benefit your firm internally?...

Relax, clients don't want to hear from you via Twitter

December 13, 2013

All the proclamations that financial advisers have to master social media so that they can communicate with clients and prospects appear to have been wrong, or at least premature. Investors — whether they have $100,000 to invest or more than...

3 ways to bring people to your blog

December 13, 2013

Recently, I had the great pleasure of visiting the folks at Twitter NYC in their offices in Midtown Manhattan. I got a tour of the floor they occupy (there was a heavily ornithological aesthetic to the decor) and then sat down with 100 or so...

Adapt or die: 5 ways advisers must embrace change

December 10, 2013

Do you remember Friday nights at the video store — the smell of popcorn, crowded aisles and long lines? In most places, those days are long gone. Founded in the 1980s when videocassette recorders were a fixture in U.S. homes, Blockbuster's...

3 technology tools for which I am most thankful

December 10, 2013

Thanksgiving has passed and I spent the day feeling grateful for my family, friends and good health. As I was in my turkey coma, I thought about what else I was thankful for. Surprisingly (or not), technology came to mind. Although I say that...

5 tech trends at independent broker-dealers - Tech trends at indie broker-dealers

December 6, 2013

The InvestmentNews Independent-Broker-Dealer Technology Survey was conducted in October. Over 60 IBDs with at least 20 reps and revenue of at least $40M participated in the survey. The following is a snapshot of technological spending and usage...

Designing your atmosphere on social media

December 4, 2013

Atmosphere tends to be overlooked when thinking through what it means to be digital today. Being digital now encompasses having an effective website and incorporating a social media presence into your business. Think of the areas in which atmosphere...

Anybody can have a blog but not everybody should

December 3, 2013

After writing the social media handbook for financial advisers and many articles on social media, Facebook, LinkedIn and Twitter, I am asked all the time by advisers, “Matt, should I create a blog?” Reading Josh Brown's recent article Conquer...

How advisers can stand out in the sea of sameness

December 1, 2013

It is that time of year again when we start jotting down a list of ways to help us start the new year right: Join a gym, lose 10 pounds, donate more, spend less, etc. The list is the same each year, and by February or March, most of these goals...

IN Voices

December 1, 2013

Is a "like' a testimonial? G uest blogger Kristen Luke's recent post on how a new five-star ratings system Facebook is testing for business pages could mean compliance trouble for advisers touched off a conversation among readers and the author...

Advisers whipped by new website projects

November 25, 2013

Two weeks ago, when Jeff Rose went live with the latest version of GoodFinancialCents.com, he tweeted to his followers, “Launching a new site design is almost as stressful as launching a new book.” His biggest challenge was finding a site...

Conquer social media – it's like falling off a blog

November 22, 2013

In my last blog post, we got to the heart of why any adviser should establish a personal online presence, one that goes way beyond a corporate website. Now, we're going to tackle “the how.” When financial advisers come to me to talk about...

Facebook's five-star ratings: The end of business pages for advisers?

November 15, 2013

If you have looked at your Facebook business page in the past week, you may have noticed something very concerning at the top of your page — a Morningstar-style star rating. The world's most popular social-media site is testing out a five-star...

Tapping into social media as a prospecting tool

November 15, 2013

Neesha Hathi Senior Vice President, Schwab Advisor Services

JPMorgan feels Twitter's doubled-edged sword

November 14, 2013

It was only a week ago that JPMorgan Chase & Co. helped launch the wildly successful Twitter IPO, and one can't help but wonder if executives at the financial services conglomerate are now wishing they had never heard of the popular microblogging...

How to set up a Facebook business page in 5 minutes

November 13, 2013

During a social media session on Tuesday 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. Kitces: Facebook doesn't...

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