Social media

To help financial services firms adhere to corporate and regulatory standards when it comes to social media communciations, Actiance unveiled review and approval capabilities to its Socialite social-media management program.

What impact can "Promoted Tweets" have on your website? One advisor was brave enough to test the waters.

Keeping track of your firm’s marketing metrics allow you to work smarter - not harder.

As regulators step up social media oversight, it will help advisors to spot the common danger zones that can trip them up as they engage on social media. Here’s what you should watch out for, and how to stay compliant.

Facebook ad campaigns offer users a lot of data, but what you do with that data is up to you. Dave Grant said he learned some important things from his first experience using Facebook ads and that gave him some ideas about what to change going forward.

FINRA's social media spot check notification last week shouldn't come as a terrible surprise to the industry. The announcement underscores the need for firms to thoughtfully develop clear policies to supervise and manage usage, content and engagement.

Citi's social media guru Frank Eliason offers insights into how to pick social media partners, while consultants and lawyers share what's needed in any vendor relationship.

A strong majority of advisors (86%) said they had acquired more clients than they lost in 2012, according to a new advisor survey from Russell Investments, with nearly a half saying they had brought on more than 10 households. And 87% said they were "optimistic" about acquiring new clients in 2013.

With FINRA clearly stating its social media guidelines, the question many advisors are asking themselves is this: what do I do now? Luckily, there are three simple steps to avoiding regulatory fines and keeping your advisors actively online.

A targeted examination letter probes firms for detailed information on their social media use as the regulator grows more serious about enforcement.

For advisors to get the most out of social media requires a strong consistent approach. Marie Swift, the Marketing Maven, offers these six handy strategies

You’ve set up a Twitter account and you know how to tweet, but how can you convert Twitter followers into prospects and then clients? Marie Swift, the Marketing Maven offers tips for Twitter power users.

The most common question from advisors about social media used to be “Should I bother?” Now that regulators and compliance departments have provided at least some guidance, the more common questions from advisors involve how to use social media effectively without it becoming a huge time vortex.

So called “value-add” programs and tools from vendors are getting the attention of financial advisors and influencing their behavior, according to a new study, but still leave much to be desired.

Build a sharp online presence and social media strategy to help interact with clients.

Gathering traction on social media can be difficult, especially on Facebook. But James Maendel of Maendel Wealth has found a strategy that works with a little time and a lot of focus. Check out his strategies for success.

Using social media is clearly possible -- some advisors have had great success with it -- and there’s no doubt that compliance is in some ways getting easier. Yet compliance is still widely regarded as a major hurdle.

Which financial institutions "get" LinkedIn? Jennifer Grazel, the social media network’s global head of category development - financial services, offers up several examples.

Twitter just turned seven, Facebook nine and LinkedIn 10. That’s old in Internet years. So what’s taking the finance industry so long to join the party?

For all the hype surrounding social media sites as the next great marketing channel for advisors, a panel of industry leaders warned that the jury is still out on what role tools like Facebook and Twitter will ultimately play in financial-services firms.