Frontrunners: The 2017 IA 25
Whatever is happening in the markets or in Washington, there will always be thought leaders and advocates working on advisors’ behalf.
Hearsay Launches New Social Media Tool for Advisors
The platform tracks client communications, suggests steps for advisors to take and gives broker-dealers data for building best practices.
UBS Partners With SigFig on Tech Platform
The Americas wealth unit has decided not to go it alone when it comes to digital offerings; no robo-advisor is planned.
How to Survive the Fintech Onslaught
At Hearsay Social Summit, a private equity partner explains the “waves of disruption” facing older firms and how they can stay afloat.
Robo Takeover of Advice Industry Is a Myth, Morgan Stanley Tech Exec Says
The key challenge for financial firms is meeting the expectations of both advisors and clients, not competing with robos, Chief Digital Officer Naureen Hassan said.
DOL Fiduciary Rule Makes Social Media More Crucial: Clara Shih
Hearsay Social CEO and founder Clara Shih talks to ThinkAdvisor about the new rule and why cold calling is out and social media is in.
Morningstar to Buy Total Rebalance Expert
Advisors can use the software to help minimize taxes paid by clients, harvest losses and rebalance portfolios for individual accounts or households.
For the sake of social
If people can buy online to replace you, what are you doing that’s irreplaceable?
Here’s a 7-point plan to step up your social media game
Hearsay Social has unveiled a new consulting service to help you evaluate your social media strategy.
How Mature Is Your Firm's Social Media Strategy?
Hearsay Social's new Social Business Maturity Model lets firms benchmark themselves against others using seven factors.