Results for "social media"

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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...

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,"...

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...

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,...

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...

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