You'’re still not on Facebook. And you should be. Here'’s what you need to know to join the fray.

In cases where an advisor has created a financial plan for a client, Advisor Access now features a hyperlink to the Goal Planning & Management component powered by MoneyGuidePro.

Whether it's Facebook, Twitter or LinkedIn, financial advisors need a handy resource to keep them abreast of all the latest rules and trade secrets to capitalize on the social media frenzy without running afoul of the regulators. Here's everything wealth managers need to know.

When it comes to financial planning advice in the social media arena, less is almost always more. Here's what wealth managers need to do (and not do) to service their clients while staying within the regulatory boundaries.

Talk coffee, not college savings plans. That avoids potential compliance issues. Besides, visitors to social media sites are coming to learn about who you are, not what you sell.

Morningstar has launched Annuity Intelligence, a web-based research and evaluation tool for advisors and broker-dealers charged with finding the best variable annuity products for their clients.

On YouTube, puppet shows are fine for consumers, but to appeal to businesses many banks are taking a more serious tone and putting their own clients in the spotlight.

Have advisors found a way to beat the system and achieve better search engine rankings?

Before your older clients act on an investment tip that they “like,” make sure you share these five important tips to keep them from falling prey to online scams.

The companies, based in Fort Lauderdale and San Francisco respectively, have been fighting an uphill battles against larger competitors. They said in a press release Tuesday that the merger will create a firm, with the scale and resources to provide an alternative for independent investors.

If you think social media investing is about pajama-wearing day-trading amateurs, Covestor aims to prove you wrong.

Financial firms can ‘outsource’ almost any operation, from reporting to trade processing to customer support, to the computing cloud, anywhere in the world.

Mutual fund operators are beginning to use cloud services offered by NYSE Euronext, in its 10-month old launch of a platform for worldwide use of computing resources by financial firms.

Brokerage firm Benjamin F. Edwards & Co. is expanding its virtual presence as it continues to hire new financial advisors, adding a new Twitter presence, corporate blog and YouTube channel.

The new platform, introduced by Beverly Hills Wealth Management, enables RIAs and advisors to streamline access and usage of cloud-based service applications and IT security

More than five million high-net-worth investors are using social media sites to inform their financial decisions and nearly three in four use LinkedIn for investment research.

Personal financial management tools were supposed to differentiate banks and improve customer retention, but many institutions are struggling to make the most of the enhanced online banking technology.

It has always been important for advisors to build and manage their brand. But the proliferation and popularity of social media makes minding your online reputation more essential than ever.

At a time when many advisors are cautiously stepping into the social media scene, Fidelity Charitable has launched a LinkedIn group called The Giving Strategies Network which aims to help planners coordinate philanthropic planning.

Genworth Financial this week debuted a free, web-based mobile app that lets investors and advisors calculate their expected long-term care expenses from their iPhones or iPads and, simultaneously, get down to the business of adjusting their long-term financial planning goals to meet these rising costs as they age.