Nearly Half of Investors Can’t Find Their Advisors on Social Media
Most investors use social media, but many say they have trouble connecting with their financial advisors, a Finect survey found.
What the Facebook-WhatsApp Deal Means for Advisors
In the new world order driven by technology, advisors and broker-dealers have to adapt quickly to keep up with clients — and rivals, experts say.
Staying Compliant With the SEC’s Anti-Testimonial Rule
The Investment Advisers Act of 1940 explicitly prohibits client testimonials. What does that mean in 2013?
Top 7 Tech Trends for Advisors in 2013
Technology is not just about Excel spreadsheets anymore. Big tech changes are ahead for advisors in 2013.
Top 10 Mobile Apps for Financial Advisors
Mobile apps can help advisors increase revenue and improve client support, says Financial Social Media President Amy McIlwain, who lists her top 10 favorite apps.