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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...

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,...

Internet searches can reveal which way the market is headed

April 28, 2013

When a team of academics last week unveiled research showing that Internet search traffic could be used as a leading indicator of the stock market's direction, it initially sounded a little far-fetched for an actual investment strategy. Then,...

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....

With Finect, advisers get their own social network

April 25, 2013

Davis D. Janowski, InvestmentNews

More advisers stay in touch by tweeting

April 14, 2013

Financial advisers are warming up to social media. More advisers are jumping onto Twitter and using social-networking platforms to communicate news and information to clients, according to a new survey from American Century Investments. About...

Street appeal: Motif Investing attracts the interest of Goldman Sachs

April 12, 2013

Motif Investing has raised an additional $25 million in Series C financing from a number of investors, including, for the first time, Goldman Sachs & Co. Goldman's undisclosed investment in the firm joined existing investors including Foundation...

Tech Connect: The adviser's first stop for technology news and information

April 11, 2013

Welcome to Tech Connect, the new home for all things related to adviser technology at InvestmentNews. Here you will find the latest in technology news as wells as stories, blog posts and other content related to tech trends affecting the way...

The Takeaway: Now coming to the main stage - emerging markets!

April 11, 2013

Portfolio Jeff Gundlach unveiled his new short idea today at the DoubleLine luncheon: (Barron's) Emerging markets may finally participate in the rally after drastic underperformance. (Global Macro Monitor) Even the best managers in history have...

More advisers staying in touch with clients by tweeting

April 9, 2013

Advisers are warming up to social media. More financial advisers are jumping onto Twitter and using social-networking platforms to communicate news and information with clients, according to a new survey from American Century Investments. About...

SEC talks social media, and cloud computing security gets clarity

April 3, 2013

People have been asking me to post something original today, but after two days away from the office I'm still digging out. Luckily, in the process of doing so I came across these two pieces. They are from people I know or have worked with in...

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