Results for "social media"

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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...

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...

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...

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...

Easy come, easy go as Zuckerberg drops off rich list

May 30, 2012

Mark Zuckerberg, Facebook Inc.'s co- founder and chief executive officer, is no longer one of the world's 40 richest people. The 28-year-old's fortune fell to $14.7 billion yesterday from $16.2 billion on May 25, as shares of the world's largest...

Live updates about social media from Finra's annual conference

May 22, 2012

Follow along with InvestmentNews editor Jim Pavia, who is tweeting about social media trends from Finra's annual conference in Washington, D.C. Janney's biggest investment in social media is public relations...their advisers are not using social...

Client churn a royal pain? Seek a niche

May 21, 2012

Advisers who want to build their business by developing a niche can start by raising their public profile. How? Blogging, writing articles, going on local news shows and making friends with trade publication reporters The advice comes from Paul...

It's a beautiful day: Facebook IPO makes Bono world's richest rock star

May 17, 2012

It's become a cliche these days to refer to anyone who is talented or successful in their industry as being a "rock star" of their chosen field. We say this as a way to convey that this person is not only successful, but that he or she is a...

Around the web: What people are saying about the Facebook IPO

May 17, 2012

The anticipation of the Facebook IPO will, more than likely, be more interesting - and at minimum, more entertaining - than the actual IPO itself. So much so, that it seems as though there's at least one Tweet every second about the upcoming...

The basics behind the social-media button

May 13, 2012

What if there were a button that, when pressed, would transport your desk into the middle of a crowd of millions of potential customers? Or a button that would allow you to look through the office windows of thousands of other professionals...

Forget the slideshow: There's only one reason advisers need social media

May 9, 2012

Here's a surprising stat from our 2012 survey of independent broker-dealers: 79.5% of independent broker-dealers permit their reps and advisers to use social media for professional purposes. (See the list here.) It would be simple to look at...

Why B2B companies should use social media

May 8, 2012

The following is excerpted from a blog entry at Crain's Social Media Group. Earlier this week, I taught a class, Creating Your Company's Social Media Strategy, at the Chicagoland Chamber of Commerce. The class was only 90 minutes and we had...

Advisers say iPad makes them more efficient

May 2, 2012

Financial advisers are finding themselves hooked on Apple Inc.'s iPad because of certain applications that they say boost their business productivity and help in client meetings. For advisers who have invested in the tablet, it has become the...

Is Pinterest the next big social network for advisers?

April 10, 2012

Because Pinterest is so new in the social media world, a very small number of financial advisors are using the platform. That means there is an untouched audience of 73 million just waiting to be influenced by you. Have you heard the hype about...

Advisers on FaceBook IPO: Yawn

April 2, 2012

As public stock offerings go, it appears that Facebook Inc. is about to hit an epic home run. But financial advisers are less pumped up than their clients. According to an ongoing survey of financial advisers being conducted by InvestmentNews,...

The 15 financial advisers all advisers should follow on Twitter

March 20, 2012

Last week, we posted the top 20 feeds for financial advisers to follow on Twitter, courtesy of Fushion Analytics' Josh Brown, a.k.a. The Reformed Broker. These feeds mainly highligted news and information sources that have taken to Twitter like...

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