Results for "social media"

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How social media can help your firm's growth plans

January 9, 2013

Although many financial advisers have already created their 2013 business plans, few have clearly defined the strategies to help them achieve those goals. Most advisers' goals fall into one of a few key categories with which social-media strategies...

A private-placement matchmaker

January 6, 2013

InvestmentNews often writes about private placements gone bad, but the fact is, the asset class represents a big and growing market that can benefit many investors. Indeed, financial advisers at large registered investment advisers and those...

Hide 'em — all those LinkedIn 'endorsements,' that is

December 18, 2012

Advisers, you can now hide all your endorsements with one click on LinkedIn. I am not going to tell you whether you should or not, all my social media consultant friends have been writing about that a lot lately. What I am telling you is that...

Michael Kitces: 15 power tweeters every adviser should know

December 3, 2012

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

Time to tackle branding in an online world

November 4, 2012

In the world of financial services, standing out from the masses is more important than ever. It's not enough to simply be good at what you do. In today's crowded marketplace, you have to bring more to the table. Thanks to the vast amount of...

No 'crew cut' to 401(k) tax breaks, ASPPA chief vows

November 4, 2012

The American Society of Pension Professionals and Actuaries said last week that it is launching a lobbying initiative designed to protect tax deferrals for worker contributions to employer-sponsored retirement plans. ASPPA executive director...

Citigroup fined over alleged Facebook leak

October 26, 2012

Michael Mahaney, a senior technology analyst with Citigroup Global Markets Inc., has reportedly been fired for not adequately supervising a junior analyst during the Facebook IPO quiet period. Citigroup, part of the underwriting syndicate for...

In recruiting, use online connections

October 7, 2012

It seems like you can't crack open an industry publication these days without stumbling on an article about succession planning — and for good reason. Thousands of financial advisers are approaching the end of their career and face the reality...

California's Gov. Brown signs privacy law opposed by financial industry

September 28, 2012

California Gov. Jerry Brown on Thursday signed social-media-privacy legislation the financial services industry argues will impede oversight of social-media use by advisers. The law, which goes into effect next year, prohibits employers from...

Attracting clients through blogging

September 16, 2012

With the number of social-media sites and other online avenues available to us, it often is hard to know where to put our energies. Fearing time constraints or compliance concerns, many financial advisers have shied away from making blogging...

Locker steps nimbly into NAPFA's top spot

September 9, 2012

Although Lauren Locker was thrust into the leadership of the National Association of Personal Financial Advisors unexpectedly, she is ready for the challenge. She steps into a position that was supposed to be filled by Ron Rhoades, who abruptly...

Mark Cuban: I know who's to blame for Facebook fiasco

September 7, 2012

Who is to blame for Facebook Inc. (FB)'s initial public offering? Is it Mark Zuckerberg, Facebook's founder and chief executive officer? Someone else at the social- networking website? Morgan Stanley (MS), the bank that led the deal? Nasdaq,...

Facebook second-worst IPO performer after share lock-up

August 17, 2012

Facebook (FB) Inc.'s 6.3 percent drop yesterday, after the end of restrictions on share sales by its biggest investors, was the second-largest post-lock-up decline among companies that have gone public since January 2011. Only social-game maker...

Creating interest with Pinterest

August 12, 2012

In less than three years, Pinterest has become a major player in the social-media arena. The question remains: Can this site play a role in marketing your financial services practice? In my opinion, it is going to take some time, but that doesn't...

The Interactive Adviser: Expanding your firm online

August 8, 2012

As social networking infiltrates all aspects of everyday life, financial advisers are getting the message – connect! Evidenced by the growing use of LinkedIn, Facebook and Twitter, more and more advisers are posting, tagging and tweeting their...

Google Nexus 7 a sellout?

July 23, 2012

A few advisers have asked me about the new Google Nexus 7 tablet. “How does it compare with the iPad?” they ask. I respond that for now it has too small a screen for work use but stay tuned for a larger-screened version if they are successful...

10 social-media timesavers for busy advisers

July 18, 2012

Each week, I receive tons of e-mails and phone calls where people helplessly proclaim, “I am so busy”, “I am up to my knees in deadlines”, “this has been a crazy week”, or my personal favorite, when people just push the “ignore”...

Advisers looking harder at social media, pay-to-play compliance

July 17, 2012

The investment advisory industry has boosted compliance testing over the past year, especially in the areas of social media and pay-to-play policies, according to an annual survey. About 80% of firms now have written policies about social networking,...

MSSB advisers get green light for social media

June 25, 2012

Morgan Stanley Smith Barney LLC, the largest wealth management firm in the country, has given its more than 17,000 financial advisers clearance to start using social-media networks. “The challenge now is getting the advisers to adopt the tools,”...

Social-media seminar offers lessons for firms

June 24, 2012

Collegial ribbing, good-natured consternation and gentle exasperation. Those were some of the responses I noted last week during exchanges between regulators and the regulated at the social-media seminar hosted by the Securities Industry and...

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