Technology
Technology
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With the close of September we've compiled the most popular stories from the month. Check out the top five.
September 30 -
Morgan Stanley has gotten a lot of heat over "pre-approved content" to be used on social media by the firms financial advisors, but there are several reasons it is actually an advantage, says head of digital strategy Lauren Boyman.
September 30 -
Before anyone represents your firm online, they need to understand why a blog is important to your organization, what the goals are that you wish to achieve, and the dos and donts for contributing. Here are the three tips to make sure your bloggers succeed.
September 26 -
Technical malfunctions at stock exchanges around the world are putting their owners credit ratings in jeopardy, according to Standard & Poors.
September 20 -
There are few marketing issues in the advisor sector that in recent years have inspired more interest -- and uncertainty -- than the use of social media in the practice.
September 11 -
The Financial Services Institute launched an online social community on Tuesday modeled in part on LinkedIn and aimed at allowing advisors to network and connect privately.
September 10 -
Blogging requires a commitment, but if approached the correct way, it should not be a burden. Here are a few tips that are currently helping solo advisor Dave Grant.
September 4 -
A preview of the companys new cloud-based CRM tool suggests a solid beginning.
September 4 -
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Advisors don't need to devote hours a day to get started with social media a simple weekly message or educational information that engages people is a great start.
September 1 -
Using the latest technology, these advisors have perfected their client touchpoints.
September 1 -
Omyen's planning technology offers advisors a variety of modules that provide focused guidance.
September 1 -
The goal of your website is to gather contact information so that you can reach out to prospects. You can do this using a three-step process.
August 30 -
Beginning next month, a number of tech firms that are also RIAs are poised to enter the red-hot online advisory space, offering consumers not only financial guidance but specific buy/sell/hold recommendations for mutual funds and ETFs, based on algorithms and aggregation of clients accounts.
August 28 -
While an advisor's pitch to clients should be well rehearsed, it also needs to be flexible, says new solo advisor Dave Grant.
August 27 -
The top U.S. derivatives regulator is poised to announce a range of potential methods for overseeing automated and high-frequency trading, according to four people with knowledge of the matter.
August 23 -
SEC Chairman Mary Jo White said she would push to adopt proposed automated-trading rules after system caused a three- hour halt on the Nasdaq Stock Market.
August 23 -
"This may sound sacrilegious for a planner, but Ill admit it: Im not a big fan of investment management," says solo advisor Dave Grant. Here's why Grant decided to use a TAMP instead.
August 21 -
LPL Financial wants its advisors to know that it has heard their complaints and is doing something about them.
August 19 -
Carson's coaching firm, Peak Advisor Alliance and digital content firm, Faulkner Media Group have joined forces to create a new digital content service for advisors.
August 16