Results for "social media"

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Morgan Stanley lets advisers write what they tweet

July 1, 2014

Morgan Stanley Wealth Management has given financial advisers the go-ahead to write their own Twitter content. The wirehouse announced Monday that it is expanding its Twitter program so advisers can post self-authored tweets on firm-approved...

The value of Twitter

June 30, 2014

Just when you thought there was just too much noise in the twitterverse something happens to renew your faith. Josh Brown has the story. Behold the awesome power of financial Twitter Do you like where you work? J.D. Power's annual survey of...

Hashtags #useful in social media

June 29, 2014

Hashtags are a great way to rev up your media game and take advantage of the tremendous opportunities for marketing/branding, prospecting and client engagement. A hashtag is a word or phrase (no spaces) preceded by the number sign (#). By utilizing...

To master technology, hire the next gen and listen to them

June 27, 2014

To have a sustainable business, advisers must reach out to younger generations, both as clients and employees. But there is a huge generation gap brought on by the age of technology. Recognizing that gap is the first step in building a bridge....

Don't pay to be No. 1 on Google. Follow these steps to climb search result ranks

June 13, 2014

Many financial professionals have been misled when it comes to being found on Google. High cost search engine optimization strategies just aren't paying off. Financial firms that have artificially worked their way up to Page 1 of Google search...

Wealthfront CEO sees his robo-adviser as the next Schwab

June 13, 2014

Robo-adviser Wealthfront has proudly vaunted its recent crossing of the $1 billion mark in assets under management, but it remains to be seen whether the startup will achieve its goal of becoming a Charles Schwab-like investment firm for Millennials....

How far should you go to show off your personality online?

June 10, 2014

One of the best ways for advisers to use their online and social media presence is to show off their personalities. Whether it's a post on Facebook, a quirky article shared on LinkedIn, a tweet or a video on their website, advisers should use...

Digitally disconnect? Advisers can’t find the time

June 6, 2014

Spending too much time digitally connected to the office makes it challenging to relax and recharge, yet the desire to be responsive to clients typically outweighs any of those concerns for financial advisers. “It’s a weird time in our lives...

Pershing updates technology platforms – all at once

June 4, 2014

With over 2,300 attendees, Pershing's Insite 2014 started with a noticeable buzz today when the company revealed multiple technology enhancements to their NetX360 platforms. “Simplification, personalization, customization and collaboration...

The power of incorporating social media into event planning

June 3, 2014

If you're using social media in your business, don't overlook the power of incorporating it into event planning and management. Using a structured social backchannel allows for real-time participation and engagement, not to mention encouraging...

Managing your social media on the move

June 1, 2014

One of the more frequent frustrations I hear expressed by advisers regarding their social media efforts (behind compliance constraints) is that fitting social media strategies into their day is difficult and takes too much time. In this increasingly...

John Thomas Financial lives on - on Twitter

May 30, 2014

The Financial Industry Regulatory Authority Inc. expelled John Thomas Financial on Halloween last year, but the ghost of the broker-dealer lives on — at least on Twitter. The defunct firm, which Finra accused of fraud last year, operates under...

Hearsay Social adds content providers

May 28, 2014

Hearsay Social Inc. announced Wednesday that it has entered into four new content partnerships for its social media platform for broker-dealers. The partnerships with Broadridge Financial Solutions, Life Happens, NewsCred and Trapit Inc. broadens...

Get more out of your press release (yes, press release) with video

May 19, 2014

Press releases may seem boring and old-fashioned — and really should have no place being discussed in a technology blog. But press releases play an important role in today's digital marketing strategy. In years past, press releases could be...

'' for advisers and clients expands to San Francisco

May 16, 2014

GuideVine, a technology startup that wants to connect advisers with consumers seeking financial advice, started operations on Thursday in San Francisco after a successful New York launch in March. A prominent feature of GuideVine is video introductions...

7 ways to correct advisers' biggest technology and compliance blunders

May 15, 2014

Using technology that is up-to-date and compliant should be a top priority for financial advisers, but well-intended mistakes still happen. Here, experts weigh in on the blunders they most often see advisers make and how to correct them. Store...

Social media is worth the time

May 14, 2014

Tired of relying solely on clients for referrals, but not sure how else to build your business? Internet-savvy advisers are increasingly kick-starting growth using social media. Three social media mavens convened Wednesday for an InvestmentNews...

Hearsay and Actiance top Forrester's social risk and compliance product list

May 9, 2014

As the market grows for social risk and compliance technology, platforms that track and archive online communications, Hearsay Social and Actiance top Forrester Research Inc.'s list of best product providers in an extensive study of the space....

Rout in social media stocks crushing ETFs

May 8, 2014

The rout in social media stocks is burning investors who piled into one of last year's most popular exchange-traded funds. The Global X Social Media ETF, which saw assets rise 10-fold last year, sank 2.7% on Wednesday, bringing its decline from...

Twitter evolving; you should, too

May 4, 2014

As users of Twitter are already aware, within the past few weeks the company has rolled out major changes to the look, feel and functionality of the site. With a large majority of the population being visual in nature, Twitter saw the need to...

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