Results for "social media"

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Advisers overestimate how 'personal' client relationships are

March 26, 2013

Even as more financial advisers reach out to clients daily through social media, advisers think their relationships with clients are much closer than what clients think. When asked in a recent survey about their relationships with their clients,...

The Takeaway: Buffett and Goldman, sittin' in a tree...

March 26, 2013

Portfolio Buffett back into a gigantic slug of Goldman Sachs stock. (Bloomberg) Joe Lavorgna updates us on the undeniable recovery in housing, through today's data. (Deutsche Bank) More on housing prices from the Chief Economist at Trulia. (The...

Dig further into social media to get the biggest business bang

March 21, 2013

Think about the impact an adviser can have on client relationships if he is the first — and maybe only — professional in their lives to congratulate them on that important business or personal success. The likelihood of those clients leaving...

When it comes to social media, advisers should beware but be there

March 15, 2013

Another new survey reports that wealthy investors are using social media — up to 90% of them according to Cogent Research — yet many advisory firms who yearn to gain these people as clients are still staying away from Facebook, Twitter and...

Online strategies advisers shouldn't ignore

March 10, 2013

It has become essential to have an online presence, but simply “being online” isn't enough. The information that people find when they do research online makes a very powerful first impression. Financial advisers who haven't taken the time...

Talking points: What the experts are saying about tech planning

March 6, 2013

The following is excerpted from the InvestmentNews webcast, “Adviser Technology: Six Steps to Results and Returns,” that was featured March 5. The webcast's panel included Amy Flourry, senior operations manager for Rehmann Financial Group;...

Theme park? New offering lets advisers build portfolios around motifs

February 28, 2013

The do-it-yourself revolution marches on. Financial advisers, however, can take advantage of this particular bit of DIY innovation. Hardeep Walia, Motif Investing's co-founder and chief executive stopped by a couple weeks ago to show me the...

A social-media-sharing guide for financial advisers

February 6, 2013

In my work with financial advisers and firms, I have learned that one of the biggest obstacles to engaging in social media is knowing what to share on social networks. An adviser has built social-media profiles, and they look fantastic. Now...

Tweet-challenged? Bulk of advisers still don't use social media for business

February 3, 2013

Compliance concerns continue to keep most financial planners from using social networks such as LinkedIn, Twitter and Facebook for professional purposes. Only 45% of advisers and planners said they use social media for work, even though nearly...

Finra adds BDCs, leveraged ETFs to focus for 2013

January 20, 2013

Finra will continue to zero in on yield-oriented products this year, but also will focus on business development companies, exchange-traded funds and products that use leverage — along with automated investment advice. On Jan. 11, the Financial...

It's a new year: Time to get moving

January 13, 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...

Does a blog equate to “blah, blah, blah”?

January 9, 2013

The following is being republished with permission from Commonwealth Financial Network's Adviser Technology Buzz blog. To read more from that blog, click here The above title is an interesting question for my first official blog post. For years,...

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...

Solutions for the top six adviser social-media risk factors

January 9, 2013

In the financial world, it is understood that with every opportunity comes risks. This law is applicable to most aspects of business, including social-media marketing. Because of the open and interactive nature of social media, there are several...

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...

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