Technology
Technology
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People tend to ignore selfish social media users. Go out of your way to promote others. A little love goes a long way.
March 14 -
Social media, as the name suggests, is about being social and connecting with others. Being boring, dry or too formal won’t work.
March 13 -
How often should you post? Is there ever enough? Advisors need to consider quality over quantity when it comes to social media.
March 12 -
The network of independent broker-dealers has introduced a platform that proactively rebalances client portfolios at all account sizes for lower prices.
March 12 -
In an increasingly connected world, word spreads quickly, especially on social media platforms.
March 11 -
In the two months since its launch, the iPad app has been downloaded by a half million Wells Fargo customers, who have rated it just under four stars. What's unique about the app is that it lets customers manage consumer, small business and Wells Fargo Advisors brokerage accounts in one place.
March 11 -
The interest in security among independent advisors seemed to have ratcheted up. Perhaps its because major custodians have acted to heighten advisor awareness of attacks, or it could be increased media coverage of Chinese hackers targeting U.S. websites but either way, it was one of the key questions for attendees at Februarys Technology Tools for Today conference.
March 10 -
If your website or blog is the hub, then social media channels are the spokes that connect you to others.
March 9 -
To make your investment in social media worth it, know what you want to get out of it.
March 8 -
Blogging doesn’t just give you something to tweet, it can help make you an easy-to-find expert.
March 8 -
The most common tip we’ve heard from social media experts and power users -- by a wide margin -- was this: Use social media as a way to listen.
March 7 -
The firm has promoted Vin Campagnoli to chief information officer as it looks to continue expanding its platforms.
March 7 -
What if you could outsource all of the burdensome administrative tasks and focus on growing your bottom line? Convergent Wealth Advisors has introduced a program with that in mind.
March 7 -
You don’t slack off when you meet clients or prospects in person, so don’t do it online. Invest the resources necessary to polish your profile.
March 6 -
Now that you’ve decided which social platform you want to try, you’d better check in with compliance before you start using it.
March 5 -
Social media is an enormous opportunity, but it also presents some distinct challenges when it comes to compliance. Here's a quick guide, and a five-point compliance checklist.
March 5 -
What will the next big legislation look like? We asked academics, analysts and former top regulators to weigh in.
March 5 -
When it comes to social media, advisors shouldn't try using every platform all at once. Instead, start with just one -- whether Facebook, LinkedIn, or Twitter.
March 4 -
LPL is launching a new online tool that it says will let its advisors offer offer better visibility to plan sponsors and the millions of LPL clients who are invested in 401(k)s.
March 4 -
On the heels of getting recognized for its social media marketing content, Regions Bank dishes on what material has worked best for it and what it plans to do next in the socialsphere.
March 4









