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.
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.
Hearsay Social, American College to Roll Out Social Media Classes for FAs
The venture aims to help advisors reach younger clients via tools like LinkedIn, Twitter and Facebook.
Wells Fargo, Hearsay Social Roll Out New Tech Tools
The wirehouse boosts reps' tablet power, while the social media tech firm introduces a "universal" supervision solution.
Raymond James Keeps Up Social Media Push
The firm says close to two-thirds of reps are up and running on Facebook, Twitter and LinkedIn.