Results for "social media"

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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...

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...

Advisers' primary challenges when using social-media sites for business purposes

June 22, 2012

  Source: InvestmentNews Data Click here to view the full results from the InvestmentNews' survey of more than 500 advisers about the challenges, benefits and uses of social media.

Kitces: 11 blogs for all financial advisers to follow

June 21, 2012

While there are many lists of blogs out there, financial planning's own social media “power tweeter” Michael Kitces, partner and director of research for Pinnacle Advisory Group and publisher of The Kitces Report and his own blog, Nerd's...

For this adviser, the blog's the thing

June 17, 2012

Every weekday morning, Josh Brown's alarm clock goes off at 5:30. By 6, he is showered and dressed and sitting at his computer working on his two daily blogs. The first, for The Wall Street Journal, is directed at financial advisers and must...

The financial adviser's quick guide to social media archiving

June 13, 2012

Social media is an incredibly fun and effective way to engage with millions of people online. Along with the excitement, however, is the perceived buzz kill—FINRA and SEC compliance standards. To be specific, the requirement to archive and...

Kitces: Social media as drip marketing for financial planners

June 13, 2012

The principles of drip marketing are not new; the concept of marketing by sending a series of messages to prospects over time to build familiarity and remain top-of-mind so that you're likely to be contacted when a need arises has existed for...

Deepak Chopra on social media: Tune in or drop out

June 7, 2012

Business leaders need to listen carefully to the global conversation taking place within social media, said author Deepak Chopra, co-founder of the Chopra Center for Wellbeing, who bills himself as a pioneer in the field of mind-body medicine....

Seven steps to effective use of Facebook

June 3, 2012

Social media has transformed the way the world does business, and has begun to make its mark on the financial services industry. A recent survey by American Century Investments found that nearly 90% of financial advisers have a professional...

Advisers feeling more pressure to manage risk, communicate

May 31, 2012

Life is more complicated for advisers these days, who face increased pressure from investors to manage investment risk and communicate more frequently, preferably through social media, according to executives who attended a Fidelity Investments-sponsored...

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