Results for "social media"

Displaying 391 results

Sort: Date | Relevance

Author:

The Takeaway: Don't be so sure about where rates are headed

June 6, 2013

Portfolio Are emerging markets the real fulcrum of global risk? (The Reformed Broker) Morgan Stanley's master spreadsheet of average mutual fund fees versus average ETF fees. Good reference. (World Beta) Is this what the "cheap" iPhone will...

Vine mobile app: Not your dad's candid camera

June 6, 2013

Advisers who don't have teens or tweens at home may be in the dark about a popular app for recording video clips that increasingly is finding its way into the business social-media scene. It's called Vine. The biggest use of the technology appears...

Actiance introduces latest version of Vantage

June 4, 2013

Behold Vantage 2013, the latest version of a platform from Actiance Inc. Methinks this is a particularly rosy little niche for firms selling their wares to financial services businesses. I continue to get wind of rollouts and deals signed between...

Weekend war on Twitter: Ramsey vs. fee-only advisers

June 3, 2013

Dave Ramsey, the popular financial author and personality, initiated a Twitter firestorm by attacking a number of financial advisers who questioned his investment advice. Mr. Ramsey had some choice words for professional advisers, lashing out...

Dave Ramsey flames financial advisers on Twitter

June 3, 2013

A Twitter war that began late last week escalated over the weekend 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 on investments...

Ways to get noticed on LinkedIn

June 2, 2013

Those who want to know what not to do with their LinkedIn profiles should perform a quick search of “financial advisers” and peruse some of the profiles that pop up. You are sure to see, as I did, a sea of sameness. When I set out to write...

Nasdaq to pay $10 million to settle SEC Facebook case

May 29, 2013

Nasdaq OMX Group Inc. agreed to pay $10 million to settle Securities and Exchange Commission charges that its mishandling of Facebook Inc.'s initial public offering last year was a violation of securities laws. Regulators cited the second-largest...

More compliance officers allowing LinkedIn

May 23, 2013

I am often critical and suspicious of small-scale surveys conducted by companies that sell related products, but when they are specialized, I perk up and give them a read. In this case, I perused the third annual Electronic Communications Compliance...

What's now and what's next for Morgan Stanley's new trade tool

May 17, 2013

Morgan Stanley rolled out a new set of tools on its 3D platform this week — now available to all the firm's wealth management financial advisers. Called Trade Flow Insights, the suite of tools is meant to help inform brokers about which of...

Takeaway from Google conference: Get ready for video

May 17, 2013

I honestly had little time to spend on this year's annual Google i/o developer conference but I did sit in on several online keynotes and demonstrations over the course of the three-day event this week. While most advisers are going to see little...

Some secrets of social networking pros

May 15, 2013

Financial advisers need to integrate social media into their work flow so that posting an article on LinkedIn about the upside of foreign equities, for example, becomes a routine part of the day, right along with calls to clients, investment...

Need a social-media maven? Try your intern

May 12, 2013

Not sure what to instruct your intern to do at the office? Make him or her your social-media critic. Renee Boulger, director of client services at Keystone Financial Services, told advisers at the Peak Advisor Alliance conference in Phoenix...

Financial firms using LinkedIn for content more than jobs

May 12, 2013

Financial service providers that have embraced social media increasingly are posting content on LinkedIn to communicate with clients and attract new customers. LinkedIn originally was viewed as a way to establish connections and check out résumés,...

The Takeaway: Bernanke says the play date needs to end

May 10, 2013

Portfolio What the S&P vs Gold may say about a New Age of America.  (Charts etc) Michael Santoli sees echoes of 1995 in the market's behavior this year. I wasn't around then, was listening to a ton of Wu-Tang in a dorm room, so I'll take his...

Need expert — but cheap — advice on social networking? Talk to your intern

May 9, 2013

Not sure what to have your intern do at the office? Make him or her your social media critic. Renee Boulger, director of client services at Keystone Financial Services, told advisers at the Peak Advisor Alliance conference in Phoenix, that young...

Mining LinkedIn for rollover assets

May 5, 2013

There are very few financial advisers who aren't looking to capture additional assets. One of the quickest ways to identify some of these assets is, quite literally, at your fingertips. Employees don't tend to stay in one place as they did in...

The Takeaway: Oakmark is winning and Buffett is tweeting

May 2, 2013

Portfolio The May issue of the Mutual Fund Observer is out and includes: Oakmark alumni being such amazing managers and three messages from Rob Arnott. (Mutual Fund Observer) On the absurdity of Sell in May, defensive stock valuations and other...

Finect: They have built it (more or less). Will advisers come?

May 1, 2013

I really want to like Finect, the new social-media network that was launched into open beta Tuesday. In an overly simplified nutshell, it purports to be an open, inherently compliant social network for the financial services industry and its...

Financial services using LinkedIn for content more than jobs

May 1, 2013

Financial service providers that have embraced social media increasingly are posting content on LinkedIn to communicate with clients and attract new customers. LinkedIn originally was viewed as a way to establish connections and check out résumés,...

BrokerCheck link dashed

April 28, 2013

Finra last week withdrew a proposal that would have required brokers to post a link on their websites and social-media pages to a database containing information about their disciplinary history. The Financial Industry Regulatory Authority Inc....

« Previous PageNext Page »

1 ... 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.