Technology
Technology
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As people and businesses all over consider their impact on the earth, Financial Planning has compiled some tips for eco-conscious advisors. In celebration of Earth Day we talked with industry experts about the ways advisors can build a greener practice.
April 22 -
As people and businesses all over consider their impact on the earth, Financial Planning has compiled some tips for eco-conscious advisors. In celebration of Earth Day we talked with industry experts about the ways advisors can build a greener practice.
April 22 -
To build online influence in the age of social media, you must build a powerful online presence and consistently publish your thought leadership insights through a professional blog site, says Stephanie Sammons, founder of Wired Advisor, a company that helps advisors set up search engine optimized blogs.
April 15 -
The federal regulator published a guidance update to clarify what mutual funds and other investment advisors can say on their social media sites (and things have become much more social.)
April 15 -
The platform upgrade features advanced trading and modeling capabilities, enhanced user interfaces, and improved model data reporting, as a result of heightened demand for holistic advice and operational efficiencies in managed accounts.
April 10 -
What's next for financial advisors? How will wirehouses, banks and RIAs continue to evolve in the coming year? Tiburon's Chip Roame explains 15 key trends that every advisor must keep an eye on.
April 9 -
Here are some great tips that will help your financail advisory website rise to the top of the heap in search engine optimization.
April 9 -
Just 34% of advisors believe that social media is a "wise use" of asset managers' time and resources and just over half (53%) feel that asset management firms are "smart to explore" social media.
April 9 -
Want proof that advisors need to be engaging with social media? Consider the SECs decision this week to let publicly traded companies make material corporate announcements on sites like Facebook and Twitter.
April 3 -
By now you’ve likely mastered the big three: LinkedIn, Facebook and Twitter. What about all the other social platforms out there?
April 3 -
There’s no point in spending your time tweeting and building your online presence unless you make it useful to your practice.
April 2 -
Low-income individuals who use financial advisors reduced the risk of running out of money by up to 12.6 percent, depending on family status and gender.
April 1 -
Your Facebook strategy for your practice should be different from your Twitter and LinkedIn approaches, with a more personal touch.
April 1 -
Planners seem to be overestimating the investment knowledge -- and, perhaps more important, the risk appetite -- of their clients. Advisors are three times more likely to describe clients as “very knowledgeable” about investing than investors do themselves (42% vs. 12%, respectively), according to a new Accenture survey of 400 financial advisors and 1,000 investors in the United States. …
April 1 -
Though JPMorgan Chase and BB&T are the only big banks to confirm a denial of service attack last month, roughly a half dozen institutions endured digital assaults at around the same time, according to the security firm Radware.
April 1 -
Bankers who were at the ICBA's national convention last month are considering ways to expand social media use and offer new products that will not run afoul of regulators.
April 1 -
Your last redesign is probably looking stale by now. Use these tips to start making changes.
April 1 -
As entrepreneurial clients build their businesses, advisors should bring in specialists to maximize the value
April 1 -
LinkedIn is tailor-made for referrals, unfortunately, most advisor's LinkedIn profiles are “abysmal." What can you do to stand out from the competition?
March 30 -
Are you on Google+ yet? You should be, especially if you have a blog that you are trying to draw more attention to.
March 30






