MyNewFinancialAdvisor.com has created an online referral, or eReferral, system, connecting financial advisors and prospective clients based in the United States.

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.

TD Ameritrade has hired Scott Collins as director of advisor transitions.

Through less promotional posts, advisors may be able to avoid the red tape.

Let your social media actions adhere to the Golden Rule. Seek out ways to be helpful, says Joanna Belbey, social media and compliance specialist for compliance technology firm Actiance.

LinkedIn is a powerful tool for advisors to connect with potential clients, but it should be used with careful diligence. Failure to do so could result in ineffective platform execution, or even worse – a breach in compliance.

LinkedIn is a powerful tool for advisors to connect with potential clients, but it should be used with careful diligence. Failure to do so could result in ineffective platform execution, or even worse – a breach in compliance.

It’s clear that mobile is everywhere. It’s no longer enough for tech vendors to offer great technology, they need to offer it in a mobile-compatible format as well.

Personal devices can pose a serious threat to businesses if strict policies and preventative cybercrime measures are not put in place, according to a study. Advisory firms may be wise to maintain a watchful eye on employee communication.

Less is more and more is less. This applies to the digital world, too.

Listening is a major part of social media use, but you also should work to engage your friends and followers.

People tend to ignore selfish social media users. Go out of your way to promote others. A little love goes a long way.

Social media, as the name suggests, is about being social and connecting with others. Being boring, dry or too formal won’t work.

How often should you post? Is there ever enough? Advisors need to consider quality over quantity when it comes to social media.

The network of independent broker-dealers has introduced a platform that proactively rebalances client portfolios at all account sizes for lower prices.

In an increasingly connected world, word spreads quickly, especially on social media platforms.

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.

The interest in security among independent advisors seemed to have ratcheted up. Perhaps it’s 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 February’s Technology Tools for Today conference.

If your website or blog is the hub, then social media channels are the spokes that connect you to others.

To make your investment in social media worth it, know what you want to get out of it.