Results for "social media"

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B-Ds break social-media habits

September 29, 2013

Advisers at brokerage firms could be gaining ground on registered investment advisers in the social-media race as technology improves and compliance fears ease. Restrictive compliance departments at broker-dealers have been the biggest hurdle...

Turning to social media for retirement savings info

September 27, 2013

Most American workers don't turn to tweets, Facebook messages or LinkedIn updates for information about their retirement-savings plans — but they might be missing out by not doing so. As saving for retirement becomes an increasing worry, companies...

3 tips to improve your LinkedIn profile

September 26, 2013

With several thousand connections, I can tell you from firsthand experience, the right technology can generate leads for your firm. And with over 200 million users and growing, LinkedIn seems to be the primary gateway that most advisers can...

9 tips for making the most of social media - Social success plans

September 25, 2013

Most advisers have dipped a toe into using social media, be it personally or professionally. Making it both effective and safe for an advisory practice, though, requires a few tricks. Here are nine tips for bringing your social media presence...

Honoring the firms with the best practices

September 25, 2013

InvestmentNews today announced the winners of the first annual Best Practices awards, acknowledging 24 advisory firms in two categories, human capital management and technology. Award winners were honored at a best practices workshop in Chicago....

On social media, can wirehouses, regional broker-dealers catch RIAs?

September 23, 2013

Advisers at brokerage firms could be about to catch up to registered investment advisers in the social media race, as technology improves and compliance fears ease. Overly restrictive compliance departments at broker-dealers have been the biggest...

Finra goes social

September 20, 2013

Most investment advisers shudder when they think about Finra in relation to social media. They worry about complying with the broker-dealer regulator's guidance on Internet behavior and wonder whether their next Tweet or Facebook post may get...

Video isn't just for profiles anymore

September 15, 2013

Over the past few months, I have spent some time in this column explaining how to incorporate video into social-media profiles and websites to make them stand out. Now it's time to talk about expanding the use of video and trying something new....

Twitter hopes to avoid Facebook's IPO stumble with its own debut

September 13, 2013

Twitter Inc.'s market debut will be the most anticipated initial public offering since Facebook Inc. listed last year, and the microblogging service is making sure to avoid some of its rival's pitfalls. Twitter disclosed it had filed to go public...

Top firms use technology to bolster client relationships

September 13, 2013

An adviser's full utilization of technology should enhance personal communications with clients, not supplant it, according to yesterday's InvestmentNews webcast, “The Secrets of Top Technology Performers.” While the initial adoption of...

Hearsay raises $30M in new funding

September 5, 2013

To accelerate product development for retail relationships, Hearsay Social Inc., an enterprise social media management and compliance technology firm, announced Thursday that it has raised $30 million in new funding Two of the startup’s existing...

Product companies ramp up outreach

September 1, 2013

If you feel as though asset management companies are reaching out more aggressively than ever before, that's because they are. On average, advisers are contacted 126 times a month from companies trying to sell investment products, up from 110...

TechTalk: IN's new blog for advisers

September 1, 2013

Let's face it, technology plays a huge part in all our lives. We use technology to buy books and music, to find our way home when we're lost and even to keep track of how many calories we've burned during the day. Financial advisers use technology...

Has financial press overhyped social media?

August 30, 2013

In the wake of InvestmentNews' Social Media Special Report experts and thought leaders were asked to Sound Off on their thoughts on how social media is impacting them and their business. At least one such expert has had enough already. The financial...

Top 5 social-media regulatory issues for advisers

August 29, 2013

Here are the most important compliance rules financial advisers need to keep in mind when marketing their practices on social media.

Engaging clients on social media

August 28, 2013

Joanna Belbey Actiance

Top five social media regulatory issues for advisers

August 25, 2013

Written policy: Firms should have a written policy in place that outlines, among other things, the platforms its representatives frequent, the employees who can post and whether the posts must receive prior approval from a compliance officer,...

Capturing conversations

August 25, 2013

When it comes to tweeting and posting, everyone's doing it — and investment advisers can, too, as long as they're able to show regulators what they've been up to online. Although the social-media world is freewheeling, investment advisory...

Brokerages charging into social media

August 25, 2013

Social media is finally getting respect among independent broker-dealers and wirehouses as a legitimate and even necessary part of the marketing and business development landscape. That already had been the case for many registered investment...

Turning 'friends' into clients

August 25, 2013

As more and more advisers use social media in their practices, a truth is becoming obvious — the most successful are careful never to lay on a hard sell. Instead, they use social-media outlets such as Twitter and Facebook to make personal...

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