Results for "social media"

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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...

What's a tweet worth? Twitter sets IPO price

October 24, 2013

Twitter Inc. is seeking as much as $1.4 billion in the largest Internet initial public offering since Facebook Inc., betting that it can convince investors of its ability to turn 500 million tweets a day into profits. Twitter plans to sell 70...

Adviser buzz from FPA Experience 2013

October 21, 2013

Monday marks the final day of the 2013 Financial Planning Association Experience conference, and for those who missed the three-day event, we've curated some of the hottest topics of social conversation at the event. Here is a look at what had...

What Twitter's IPO suggests for the evolution of social sharing

October 18, 2013

Social media has seen some big changes in the past few months, most recently with Twitter taking to its own platform to announce its IPO. While social has long been a wild animal to tame, it's arguably one of the best ways to connect with the...

Defend your online reputation before it's too late

October 15, 2013

All around the advisory industry, compliance departments are starting to relax advisers' use of online marketing strategies, especially in social media. As a result, more and more advisers are starting to embrace online marketing as a way to...

The 'why' and 'how' of blogging

October 13, 2013

You will find no shortage of consultants or colleagues with strong opinions on the right way to blog and use social media. But no one can tell you why you should be pursuing a web strategy. You have to figure out the “why” for yourself,...

Social media amplifies your message, helps in searches

October 9, 2013

How's this for a reason to encourage reluctant advisers to get on social media: References to people with accounts on Facebook, Twitter and the like will increasingly come up higher than those who don’t in Google searches. Google Inc. is constantly...

Is there a place for personalized service in the digital world?

October 8, 2013

Since my Sept. 18 post, "Financial technology trends advisers can't afford to ignore", I have been in a number of conversations about how a new crop of web-based investment management/financial planning services are affecting the industry. Opinions...

LinkedFA reboots as closed platform for advisers

October 7, 2013

A social network designed to enable advisers to communicate more easily with their clients is being reborn this week as a closed platform for advisers to communicate with one another. The firm FA today Inc. has acquired the platform linkedFA...

Use social media to meet year-end goals

October 6, 2013

As we slide into October, I am beginning to hear that old familiar phrase from many of my coaching clients: “We've only got one more quarter to hit our year-end goals.” Although the clients that we coach are busy executing on strategies...

Stay ahead of the news with social media

October 4, 2013

Bob Rall, president of Rall Capital Management Inc., took to Twitter this week to share a blog post about the effect of the government shutdown on the everyday American. He also shared reports on the stock market's reaction to the stalemate...

Finding the right social media approach for your firm

September 30, 2013

Jessica Maldonado Vice President, Searcy Financial Services, Inc.

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...

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