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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...

LinkedIn offers advisers some promising new features

February 9, 2014

Since its launch in 2003, LinkedIn has done anything but stay the same. Over the past decade, the social-networking giant has listened to users and continually added features to make the site a convenient place to find and share content, as...

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

Adviser goals, company policies shape social media content strategies

February 9, 2014

In September 2012, Adam Thurgood left his position as a senior portfolio manager in Merrill Lynch's personal-investment-advisory program to become a managing director and partner at HighTower Las Vegas. Within a month, he launched a blog called...

The 6 biggest challenges for advisers using social media - Advisers' 6 biggest social media hurdles

February 9, 2014

According to the findings from InvestmentNews’ latest survey of advisers on their social media usage habits, 53.1% of respondents say they use social media for both personal and professional reasons. While a majority of advisers are now utilizing...

Social media as a pathway to new clients

February 9, 2014

Financial advisers typically land the vast majority of new clients from referrals. Whether it comes from a friend, family member, associate or the barber, an endorsement generally leads prospects to check out advisers via their websites and...

Working social media into comprehensive marketing plans

February 9, 2014

A tweet on its own is just a string of up to 140 characters that may inform, share a story or express an opinion. But a tweet that sparks a response — such as a reader comment or a visit to the sender's website — that's social media working...

Three LinkedIn best practices

February 5, 2014

Think you don't have enough time for social media? Or are just you not sure how to use it to achieve your business goals? LinkedIn doesn't have to be complicated; what it comes down to is understanding the three best practices that allow you...

Tool to evaluate rate of return vs. benchmark to be unveiled

February 4, 2014

A new software tool that helps advisers learn quickly whether a fund's rate of return meets a client's performance expectations relative to a benchmark will be launched next week at the T3 Technology Tools for Today adviser conference in Anaheim,...

Technology tips from the TD Ameritrade Institutional Conference

February 1, 2014

I just returned from the TD Ameritrade Institutional (TDAI) conference in Orlando, Fla. Outside it was cold and rainy, by the way. Inside, the overlying theme was technology. From announcing easy access dashboard functionality for advisers to...

Facebook, Google: Gamechangers?

January 30, 2014

Two technology giants making news...Facebook turns a tidy profit, so who's laughing now? Facebook's revenue exceeds estimates on mobile push And Google's big sale. Lenovo takes aim at Apple, Samsung The rout in emerging markets has grabbed a...

Krawcheck says advisory business still coming up short in reaching out to women

January 27, 2014

Sallie Krawcheck's bottom line is getting the advice industry to reach out to more women, both as advisers and clients. “Women don't say they need a woman adviser, but I don't think it will hurt if we got beyond 17% of the industry being women,”...

Timing your blog post to have maximum punch

January 26, 2014

Photographer Ansel Adams was once asked how he'd been able to take so many iconic shots in his career. He famously quipped, “Sometimes I arrive just when God's ready to have someone click the shutter.” Modesty aside, his point about timing...

7 steps to finding prospects on LinkedIn

January 20, 2014

Many advisers have created a LinkedIn profile and have a few contacts, but then got lost in the daily grind and forgot to use LinkedIn the way it was intended. LinkedIn is the place for businesses to connect, but how many connections do you...

Client prospecting tool using LinkedIn sparks debate

January 20, 2014

Jeff Tompkins and Jimmy Lyons, co-founders of technology startup advisorConnect, claim to be the first entrepreneurs to have figured out how to automate client prospecting on LinkedIn. Still in beta, advisorConnect scours a financial adviser's...

Why social media won't work for you

January 16, 2014

I often talk to financial advisers who tell me they should be doing social-media marketing. My response is always, “Why?” If you have read any industry publication in the last five years, you can't help but be convinced that social media...

5 social media trends to look out for in 2014

January 12, 2014

Social media is an ever-changing landscape, with new platforms popping up all the time. Additionally, major social-media players continually change their platforms not only to monetize them but also to keep them interesting and useful to the...

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,...

5 steps to a stronger social-media presence

January 7, 2014

Now that 2014 has officially begun, it's time to make new resolutions and plan for what the New Year will bring. Thought leaders and businesses that use social media should consider January as a starting-off point and opportunity to enhance...

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