Results for "social media"

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How advisers will communicate with clients in five years

July 9, 2014

In a first for InvestmentNews Research, we recently fielded a survey that reached out to both advisers and investors to get a sense of whether advisers are prepared to meet the expectations of the next generation of clients. Among the questions...

Does increased technology usage boost advisers' bottom lines?

July 9, 2014

This is an excerpt from the 2013 InvestmentNews Technology Study. We have identified a group of advisory firms that use — and rely on — technology more than other firms, and after analyzing their financial performance to measure the impact...

The top apps being embraced by NextGen advisers

July 3, 2014

What an Elite Group of Younger Advisers Has to Say from Advisor Perspectives. I recently served as a facilitator for the annual NexGen conference, this year held on the campus of Augustana University in Moline, Ill., where I was able to gain...

Now is the time for advisers to embrace social media

July 2, 2014

Fear of running afoul of regulators continues to dampen adviser participation in social media. Obstacles remain in place for advisers who want to use social media as a means of developing their voice online, establishing their brand, driving...

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....

How to measure your social media presence and boost results

June 25, 2014

Measuring the success of your social media marketing campaigns can be difficult. Unless you invest in sophisticated marketing automation software, directly connecting a new client to a social media campaign is a challenge. While the number of...

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...

As e-communication channels proliferate, risk of Finra fines spikes

May 19, 2014

Advisory firms may be inadvertently creating an unceasing flow of revenue into Finra's coffers. E-messaging channels such as instant messaging, text/SMS messaging, Twitter, Facebook and LinkedIn have grown rapidly, but the proliferation of e-messaging...

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