Best Social Media Approach Is a Flexible One: SIFMA Panel
At a SIFMA event, reps from several broker-dealers share how they target specific clients and broadly reach out to prospects.
Financial Industry Not Doing Great Job on Social Media: Twitter Exec
At SIFMA event, experts point to ways advisors and broker-dealers can embrace mobile communications.
Best Finance Tweets of the Month: November
Credit cards for communists, cow cartels and an Anthony Wiener moment from a Twitter exec.
LinkedIn Yields Next-Gen Wealth Transfer Clients
Advisors are using LinkedIn to successfully reach younger wealth-management clients, says the National Bank of Canada and Hootsuite.
3 Tips to Avoid Social Media Compliance Problems
No matter what social media platform advisors use, here are some important tips for staying compliant.
Hearsay Social Adds Vanguard & NY Life, Doubles Client Base
The social media platform provider says it now serves some 92,000 financial professionals.
Hearsay Social Rolls Out Facebook Ad Tool
The program aims to help advisors and others promote their posts via social media.
Wells Fargo Names Digital Chief, Shares IT Growth Plans
Wells Fargo Advisors says it is “making its most significant technology investment in a decade.”
Morgan Stanley Advisors Get OK to Tweet
After a big LinkedIn push, the wirehouse hopes more financial advisors will embrace another social media platform.
Penn Mutual Extols Benefits of Social Media
Penn Mutual has been "really pushing" its reps to adopt social media, and half of them are now on Hearsay Social's platform, the insurer says.