Results for "social media"

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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,...

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...

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...

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