Results for "social media"

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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...

Regulators must rethink LinkedIn lockdown

November 12, 2013

If you are living in the 21st century as a business owner and a financial adviser, you spend time networking on LinkedIn. The social network has become the place for business. If you are on it, be prepared to be solicited, because this is where...

Twitter IPO: Money left on the table, but that's OK

November 8, 2013

The contours were familiar: A hot social-media company going public with investors baying to buy its stock. Yet the outcome of Twitter Inc.'s initial public offering was far different from Facebook Inc.'s, underscoring the delicate balancing...

Chock full of new goodies from T3 Enterprise

November 7, 2013

I attended the T3 Enterprise conference in Chicago earlier this week. Advertised as the industry's premier technology event for broker-dealers, attendees were exclusively broker-dealer executives, chief technology officers and heads of larger...

Defeating robo-advisers will take more than a pulse

November 6, 2013

A “robo-adviser” joined MoneyGuidePro founder and chief executive Bob Curtis on stage at this week's T3 Enterprise conference and proceeded to melt down when Mr. Curtis asked it qualitative questions like “I'm worried I won't be able to...

Twitter sets IPO price above offer range, will raise $1.82B

November 6, 2013

Twitter Inc. (TWTR) raised $1.82 billion in its initial public offering, seizing on demand for its shares to price the stock above a proposed range. The sale, the largest IPO by a technology company since Facebook Inc. (FB)'s debut in May 2012,...

Tips for avoiding cyberattacks

November 5, 2013

Bill Winterberg, the founder of FPPad and consultant to registered investment advisers and technology vendors, lately has noticed an uptick in a few key patterns that hackers are using to fool RIAs. “When something is attractive and it works,...

Message from a T3 newbie

November 5, 2013

Even the most seasoned veterans of Joel Bruckenstein's and David Drucker's T3 technology conference can feel swamped with information after a full day of thought-provoking speaker sessions, breaking product news, must-see platform demonstrations,...

Crack the female-adviser playbook

November 3, 2013

I recently had the opportunity to speak at the Women in Insurance and Financial Services National Conference and, as in years past, took away some great bits of information. Although some naysayers claim that this business is about portfolio...

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