Displaying 19 results
How social media powered millennial-focused practice
Thomas Kopelman believes in the power of social media to allow advisors to connect with clients genuinely seeking financial guidance.
Will Elon Musk’s X take over financial services? Don’t hold your breath
Advisors raise a collective, skeptical eyebrow as billionaire goes where many other Silicon Valley companies have already tried and failed.
Schwab account migration reminds us why Twitter whining should be taken lightly
Both TD Ameritrade and Schwab have been busy addressing migration concerns, but a little perspective would be useful here.
Bad apps + Bad actors = Bad news for advisors
Two types of worrisome trends emerge in the app landscape that financial advisors must watch out for.
How Elon Musk’s latest change could make Twitter more expensive for advisors
The social media company is cutting off free access to its API, which will impact archiving tools used by financial advisors.
Twitter hysteria over Musk ownership has advisers reassessing value of the platform
As the $44 billion acquisition sparks extreme reactions for and against the new owner, fintwit considers whether tweeting is still worth all the fuss.
Investors approve ESG proposals at Lowe’s, Twitter, Travelers
The busiest week of the biggest proxy season ever saw several ESG-themed shareholder proposals pass.
Advisers are thrilled about Elon Musk’s bid to buy Twitter
The advice industry's usual fears and concerns around tech M&A have been replaced with unbridled enthusiasm.
Morningstar analyst ratings hit another speed bump
Errors in computer-generated reports on mutual funds lead to a classic Twitter dust-up in which a disgruntled fund manager challenged the company's analysis of his funds.
An adviser’s social media strategy: Post, refresh, repeat
Advisers should embrace social media with an authentic voice that shows their personal side, said marketing strategist April Rudin at the InvestmentNews Virtual Fintech Summit.
How social media fueled the GameStop stock surge
The market frenzy was spurred by social media posts from prominent CEOs and internet influencers. The tweets and threads created internet mayhem and ultimately pushed the video game retail business to a $24 billion market cap.
Wealthfront claims M1 Finance spied on client research sessions
The robo-adviser claims that at least one M1 employee lied about employment in order to get information about Wealthfront products and listen in on direct feedback from clients.
Talking politics on Twitter? Proceed with caution
It’s not just about the potential for losing prospective business, but how political viewpoints can impact the adviser-client relationship
Advisers get political — and confrontational — on Twitter
The rewards of striking political points outweigh the risks of alienating clients for many of the most vocal advisers
Alternative investments in social media: Assessing the risks of trying a new network
You're already a pro on Twitter and LinkedIn, so what's wrong with going outside your comfort zone?
TD Ameritrade expands reach to customers via new Twitter service
Customers and noncustomers alike can receive market updates on stock prices and monitor sentiment on social media
Twitter grows from 140 characters to 280 — what happens now?
Double the number of characters means better tweeting, right? Let's think about that
20 Twitter feeds all financial advisers should follow
Few financial advisers have used social media as successfully as Josh Brown, also known by many as The Reformed Broker.
Gen Y gets its financial news from Twitter
Financial advisers who are looking to attract younger clients had better sharpen their tweeting skills.
