Social media

Advisors should embrace videos and infographics and think about how they're using social media.

Most advisors loathe hitting clients up for prospects, and now they don’t have to.

Equifax's data breach may be the most serious, given that it covered 143 million consumers and involved reams of confidential information, but it wasn't the largest. Following are the biggest to date.

How to stay out of trouble if a customer praises your investing prowess on your site.

OCIE puts advisors on notice about widespread use of misleading claims and failures of disclosure.

It can be expensive and time consuming. Is it worth it?

Let technology help your practice increase customer retention and find better prospects.

How an advisor's blog about the Piano Man reaped a $14,000 Social Security payday for her client.

After a social media quote provoked criticism, the special advisor on gender diversity replies.

Regulatory direction on mobile communication shows why advisers need to be careful about hyperlinking information.

Managing too many tasks at once can alienate your clients, an expert warns.

A professional website is a necessity, as is a presence on LinkedIn.

There are private moments in any office — including personal conversations, gripes about bosses and political discourse — that simply do not need to be recorded.

There’s a big difference between what advisers think brings in new business and what actually works.

Polishing your public voice helps build credibility with clients and could lead to referrals. But it has to be done correctly.

It will cost you, but the right team can help you define your business and get your message to qualified potential clients.

You have a strong onboarding process and the consultation went well, but the prospect has disappeared. What went wrong? Possibly one of these five marketing pitfalls.

The regulator plans to ramp up scrutiny of bad brokers and electronic communications, among other new measures.

Which upgrades are attracting clients and yielding real results for firms? Find the answers in the results from FP's annual Tech Survey.

Are you still using elevator pitches to promote your firm? Marketing tactics have moved on, and so should you.