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For financial planners, social media is an important tool as they search for newer ways to generate leads, build personal relationships with clients and prospects, and grow a reputation as an influencer in financial services. However, many are still hesitant to jump aboard the social media bandwagon due to compliance regulations and lack of knowledge on how to begin.
January 3
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President Barack Obama had a warning for John Boehner at a Dec. 13 White House meeting: Stop opposing higher tax rates for top earners, or the president would dedicate his second term to blaming Republicans for a global recession.
January 3 -
Bruce Karpati, chief of the Securities and Exchange Commissions enforcement division's asset management unit, has a few choice words for hedge funds looking to get into the mutual fund space.
January 3 -
Prudential has added a new line-up of target-date funds for defined contribution plan participants.
January 3 -
The banking industry is expected to benefit marginally from the deal to avert the fiscal cliff, but looming fights over tax reform and the debt ceiling remain.
January 3 -
After a wild ride toward the fiscal cliff, many financial advisors now say the frenzy was worth it -- even if clients' worst fears failed to materialize.
January 3 -
Prudential has picked up a new line-up of target-date funds for defined contribution plan participants.
January 2 -
Pioneer Investments has launched Class K shares of its mutual funds for defined contribution plans that are precluded from investing in mutual fund shares with Rule 12b-1 fees or sub-transfer agency fees as part of the expense ratio.
January 2 -
Bruce Karpati, chief of the Securities and Exchange Commissions enforcement division's asset management unit, has a few choice words for hedge funds looking to get into the mutual fund space.
January 2 -
Financial advisors in the bank channel often talk about leveraging their branchs tellers and lenders to build their client books. But its the rare bank investment program that effectively ends up partnering with other bank units. Kim Burdick, senior vice president and group executive for community banking at Fremont Bank in Fremont, Calif., thinks he knows the reason.
January 2
