Advisors Overwhelmingly Prefer LinkedIn Over Facebook, Twitter
New report from Practical Perspectives finds that 9 in 10 advisors use LinkedIn, far more than any other social media platform.
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.
Best Places for Commercial Real Estate Investments: Office Sector
In the post-recession period, a significant “value gap” has emerged between the top tier urban centers and the rest of the country.
Rodriguez, Faber, Arnott: Research’s 2015 Prediction Panel
John Buckingham and Nicole Gelinas round out Research’s expert investment roundtable, assessing opportunities and risks for the coming year.
5 Big Hiring Mistakes We Made and How to Avoid Them
Advisors can learn much from these personnel fumbles we made at our growing firm, says Katherine Vessenes.
SEC, FINRA Enforcement: Ticket-Brokering Pump-and-Dump Scheme Halted
Meanwhile, Merrill Lynch, Pierce, Fenner & Smith was censured and fined by FINRA on two separate issues.
10 Best Investing Sites for Mobile Users: 2014
What’s better, a mobile app or a mobile-optimized website? While most prefer the former, improved mobile sites are beginning to blur that distinction.
How to Communicate Compliantly With Social Media
Social media can be a complicated subject, especially considering the variety of ways advisors can adopt and leverage the channel.
6 Steps to Using Social Media to Build Your Advisory Business
Being trusted, engaging and responsive on social media outlets are keys to success when communicating online.
Enforcement Roundup: Stock Scam by New Yorker Used to Pay for Vacation, Plastic Surgery
Meanwhile, Rajaratnam brother to pay more than $840,000 for insider trading.