Results for "social media"

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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...

Social media as prospecting tool

August 23, 2013

Potential clients are broadcasting “buy” signs through social media, and advisers need to find relevant signals through all the noise and deliver a message or experience. "It's about listening and interacting with those in your network,"...

Don't wait for Washington — jump in to social media

August 22, 2013

Financial professionals should be pushing the compliance envelope with social media, because by the time regulators ultimately establish how advisers and brokers should be operating, it will be too late for those unfamiliar with the platforms,...

At Texas Tech, social media takes center stage

August 22, 2013

Students returning to Texas Tech University this fall to study financial planning will have a chance to learn how social media can be used in the business. The school's personal financial planning department will make social media a regular...

Engagement is a mouse click away

August 11, 2013

When I speak to groups of financial advisers across the country, it seems to me that most of their social-media efforts to date have been spent on marketing and branding, as well as prospecting. Although those certainly should be part of any...

The Takeaway: Are you in the secret wealth management cult?

August 9, 2013

Portfolio Joe Terranova takes a look at Q2 earnings season - the stats you want, the color you need.  (Virtus) 14 out of 15 metrics say stocks are not "expensive" at these prices historically.  (The Reformed Broker) What should we make of...

A tech reporter's farewell

August 7, 2013

Six years is enough time to gain passing familiarity with the breadth of advisory technology. It is not nearly long enough, though, to plumb its depths. Almost every week of my early years at InvestmentNews proved daunting. Gaining a sense of...

Janowski: How social media is growing in the IBD industry

August 1, 2013

Davis Janowski Technology Columnist, InvestmentNews

The Takeaway: As always, retail investors come late to the party

July 25, 2013

Portfolio Facebook's upside explosion boosts all those silly "social media" funds.  (Index Universe) Retail investors are up to their usual routine, shoveling money into equity funds now that the market is up 20% on the year.  (Street Talk...

Banks, brokerages creating mobile finance apps at a steady clip

July 22, 2013

Ah, the latest and greatest in mobile technology to grace the banking and brokerage world. That's the subject of a spiffy, if brief, new report from research and consulting firm Corporate Insight Inc. I will not steal all the firm's thunder...

As RJ signs on with Hearsay, Actiance rolls out multi-level review features

July 19, 2013

As social media has quickly become a cornerstone of low-cost customer outreach and marketing efforts, vendors selling tools for managing and meeting compliance requirements have had to adapt to the intricacies of this new way of doing business....

The Takeaway: Brace yourself for the biggest bankruptcy in history!

July 18, 2013

Portfolio Stock indexes hit record highs and yada yada yada, so boring.  (Reuters) 5 tips on doing better index investing.  (Rick Ferri) Twelve investing lessons from Daniel Kahneman.  (25iq) The Biz Hear that? It's your financial advisor...

15 power Tweeters every adviser should know

July 9, 2013

While there are many social media lists out there of people and businesses to follow on Twitter, InvestmentNews' own Power 20 "Power Tweeter" Michael Kitces, partner and director of research for Pinnacle Advisory Group and publisher of The Kitces...

How social-media platforms stack up for the advice business

July 7, 2013

Last month, I was on a panel with some of the industry's top social-media minds at Pershing's Insite conference in Hollywood, Fla. It was a great session. Yet, some of the best discussions were those that occurred after our presentation. As...

QuantConnect adds data to trading platform, builds global network

July 2, 2013

I have written about a number of startups in the computing realm that have the potential to begin leveling the playing field in a number of finance-related categories. Here's another new one: QuantConnect. Its co-founder and chief executive,...

Covestor receives new injection of funding, adds staff, improves features

June 20, 2013

On my to-do list this past week has been to post some news on Covestor, the fairly well known “online marketplace for investing” as they refer to themselves. The firm announced on June 13 that it had raised $12.75 million in a Series B round...

Tweet this: Finra spot-checking firms for social media compliance

June 19, 2013

The Financial Industry Regulatory Authority Inc. is doing social-media compliance spot checks on some of its member firms. In a notice posted Monday on Finra's website, the regulator said it wants broker-dealers to identify the sites used by...

IN Voices

June 16, 2013

Citizens bandy about worth of radio advice Readers reacted quickly and sharply to Liz Skinner's article about a battle waged over Twitter between radio host Dave Ramsey and fee-only financial advisers. Advisers took issue with Mr. Ramsey's promotion...

Dave Ramsey flames advisers on Twitter

June 9, 2013

A Twitter war that began in late May escalated over the first weekend of this month between radio host Dave Ramsey and fee-only financial advisers who criticized the author of financial advice books for telling Americans to expect a 12% return...

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