Technology
Technology
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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 -
Putting out content is the first part of the equation. Next up: Getting it shared.
March 25 -
“If writing is not your strong suit, consider video blogging or posting audio content instead,” says Marie Swift, founder of Impact Communications.
March 23 -
A successful social media strategy will take time, so make your efforts as efficient as possible.
March 22 -
As you take your website and even your practice mobile, it’s time to do the same with social media.
March 22 -
ING Direct CIO Charaka Kithulegoda says the only problem with allowing users access to online banking through Facebook is the perceived stigma.
March 22 -
For the visually inclined, we've created an infographic to highlight some of the major shifts under way in demographics, technology and global wealth.
March 21 -
Don’t wait for journalists to come to you -- use social media to go to them.
March 21 -
Charles Schwab is deepening its dedication to technology with a new agreement with DST Output.
March 21 -
“Social media networks and your website should work seamlessly to promote your brand online,” says Maggie Crowley, digital marketing coordinator of Advisor Websites. “Working together, these two channels drive an unlimited amount of interactions, impressions and ultimately sales to help grow your firm.”
March 20 -
MyNewFinancialAdvisor.com has created an online referral, or eReferral, system, connecting financial advisors and prospective clients based in the United States.
March 20 -
Quality matters more than quantity when it comes to social media, says Blane Warrene, co-founder of the social media archiving firm Arkovi, now a part of RegEd. “Don’t grade yourself by number of followers, [but] by engagement,” he says.
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