Results for "social media"

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Proposal to amend SEC testimonial rule to greatly expand advisers' advertising efforts

December 4, 2019

Just over a year ago, the Securities and Exchange Commission settled charges against two advisory firms, several individual adviser reps and a marketing consultant for allegedly violating the nearly six-decade-old Testimonial Rule that prohibits...

Compliance teams not keeping pace with new collaboration tools

November 26, 2019

One of the most rapidly growing types of software in corporate America is digital collaboration tools like Microsoft Teams and Slack, and financial services firms are among those adopting them. More than 60% of financial firms now allow the...

How to help clients avoid information overload

August 13, 2019

We live in a world of data overload. We are constantly being bombarded with information and messaging about how to think, act and even dream. The average American is on their smartphone for 5.4 hours per day. That is not even including the time...

Money management for social media stars

July 17, 2019

Jenn Im started making YouTube videos as a hobby nine years ago, a way to express her love for turning thrift-store finds into stylish outfits. (More:​ Millennial women take back seat when it comes to their own finances, UBS survey says) Creating...

Fed Chairman Powell has 'serious concerns' about Facebook Libra

July 10, 2019

Facebook Inc.'s proposal to create its own digital currency raises major questions that must must be addressed before the plan to create a coin called Libra moves forward, Federal Reserve Chairman Jerome Powell said Wednesday. "Libra raises...

5 important pieces of social media news

June 25, 2019

We're more than halfway to 2020, and while that in and of itself could be a fascinating topic for a different kind of column, I thought I would use this opportunity to round up some pretty important things going on across different social media...

Personal compliance: Your social media needs to pass this important test

May 31, 2019

The inspiration for this column comes from Game of Thrones. Now there's something I never thought I'd type. The funny thing is I've never seen the show. And don't worry about spoilers, as I don't plan to watch it. But the problem as it relates...

SEC, Finra warn investors not to base stock decisions on social sentiment

May 9, 2019

The Securities and Exchange Commission and the Financial Industry Regulatory Authority Inc. are warning investors about using social media data to make investment decisions. In recent years, companies like TickerTags, Social Market Analytics...

What you can learn about social media when you never stop learning

April 25, 2019

In my spare time, I mentor younger journalists in digital roles. I've been lucky enough over the course of my career to have had some amazing mentors, and I'm a firm believer in paying it forward. I have never forgotten that when I started doing...

5 pillars of marketing for advisers

April 17, 2019

For most advisers, marketing is something they aspire to do but never quite find the time, attention or budget to make a priority. After years of talking about marketing with advisers, I have a few theories as to why this is. One is that marketing...

Social media has changed, but here's one thing that never will

March 27, 2019

It was 12 years ago when I started using social media. First Facebook. Then Twitter. Then LinkedIn. Then Instagram. And in between a million other platforms that no longer exist. Just a year after that, I started using social media in a supervisory...

Hit the reset button on your social media

January 31, 2019

A solid plan and strategy are the key to every social media success. I wish I had a dollar for every time someone told me that they measure social media successes by things going viral. That's such a misnomer. I also think people feel smarter...

Social media video trends for advisers

January 29, 2019

For as long as I've worked with financial advisers (a decade this year), it seems that people have been predicting that video will become the predominant form of marketing communication. This year, I think that prediction finally comes true....

Sen. Warren again calls for ouster of Wells Fargo CEO Tim Sloan

January 28, 2019

Elizabeth Warren's presidential ambitions are becoming another headache for Wells Fargo & Co. Chief Executive Officer Tim Sloan. The Democratic senator from Massachusetts took to Twitter Monday to again call for Mr. Sloan's ouster, highlighting...

Hearsay helping advisers add Instagram to social media strategies

January 24, 2019

Instagram is one of most popular social media networks among young people, but it isn't yet a part of most financial advisers' media toolkits. To help out, Hearsay Systems is adding Instagram to Hearsay Social, a social media platform for financial...

John Bogle remembered: He 'ignited a revolution'

January 17, 2019

John Bogle remembered: He 'ignited a revolution'

5 easy social media resolutions for 2019

January 4, 2019

I just read a story on social media about some guy who time-traveled here from 2030 to tell us what's going to happen this year. That guy is going to have a hard time getting anyone to believe him. Back to the present, let's talk resolutions...

TD Ameritrade partners with popular Chinese app WeChat

December 3, 2018

TD Ameritrade Holding Corporation has a new partnership with WeChat, a hugely popular Chinese app used for messaging, social media and mobile payments that has been criticized for violating users' privacy. Through a mini program built within...

Social media automation is an automatic fail

November 15, 2018

I read something the other day that bugged me enough to write a column about it. Automation. I'm paraphrasing here, because I refuse to link to it, but basically the person said there's no reason in 2018 to be doing social media manually when...

What Elon Musk can teach advisers about social media

October 15, 2018

Social media is hard, and success requires patience, dedication and a lot of work. There's no definite "right way" to use Facebook, Twitter, LinkedIn or any other platform. There's no handbook for advisers on how to attract a million followers...

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