What Advisors Can Learn From Millennials’ Dislike of Banks
Social media executives stress that advisors can build strong engagement online with clients and prospects.
Financial Industry, Social Media at ‘Pivot Point’: Twitter Exec
Advisors and broker-dealers need to expand their strategies to include mobile and video — and soon, says Dan Greenberg, a senior account executive at Twitter.
Wall Street Cracks Down on Free Sharing of Analysts' Notes
Brokerage and bank executives are frustrated that so much research ends up on Twitter minutes after its release.
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.
Hearsay Social’s New Curated Content Tool Moves Beyond Finance
The tool lets advisors access preapproved content on everything from lifestyle news to sports in order to help build a brand that reflects their personality.
Hearsay Updates Social Media Apps for Mobile Phones
Meanwhile, Socialware introduces a brand protection tool for financial companies.
Hearsay Social Names CFO
William Salisbury, Hearsay's first CFO, has worked for Morgan Stanley, Avast Software and other firms.