Technology
Technology
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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 -
Facebook’s user base has grown to more than 1 billion. With more and more clients shifting their attention toward social media platforms, advisors should consider creating a stronger Facebook presence.
March 29 -
LinkedIn is the most widely used social platform among financial professionals. But are you getting the most you can out of it?
March 28 -
Vendors of social media compliance software are expecting a nice boost from the FFIEC's complex new rule proposal.
March 28 -
Social media relationships deserve your personal attention. Start keeping track of the people you connect with online.
March 27 -
For many advisors, social media compliance is confusing and scary. The good news, however, is that the regulators are hastening to provide significant clarification and guidance. But what does it all really mean?
March 27 -
Wells Fargo weathered a cyberattack on Tuesday that left some of the company's customers unable to log in to their accounts.
March 27 -
Given the mix of personal and professional content that people share on Twitter, it could be a great resource for finding new clients.
March 26 -
Asset managers ramped up their marketing and compliance staff dedicated to social media efforts by more than 60% from 2011 to 2012, according to new research from Boston-based Cerulli Associates.
March 26 -
Whether they distract you from your daily work or serve as filters for the abundance of daily news, here is a handful of the most influential blogs for financial advisors.
March 25








