Hearsay Updates Social Media Apps for Mobile Phones
Meanwhile, Socialware introduces a brand protection tool for financial companies.
Fiduciary Standard Should Be Based on How Brokerage Industry Works
A reader says all fees, transaction costs and loads should be transparent and "comparison-shopped for by a broker 'advising' any client." Therein lies the rub.
FPA’s Advocacy Push: States Today, Capitol Hill Tomorrow
With membership stable and retention strong, the Financial Planning Association is holding state advocacy days in runup to Congressional advocacy days.
Robo-Advisors Rip Schwab’s New Robo-Advisory Over Fees, Cash
The gloves have come off in the rock ’em, sock ’em field of robo-advice.
The Case Against Fee Disclosure: Good Idea; Bad Timing
Should RIAs increase fee disclosures to clients? It's a good idea, but considering the brokerage industry's marketing expertise, now may not be the right time.
Twitter: A Powerful Social Media Tool Advisors Can’t Ignore
Using these Twitter “listening tips” will help you better understand your industry, clients and prospects.
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.
LPL Defends $9M Fortigent Restructuring
The reorganization, whose cost includes $4.5 million in severance packages, will bring "innovation and efficiency" to LPL's HNW offerings, an executive said.
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.
Must Have Certifications And Designations For Retirement Planners
Helping others to realize their dreams is certainly no easy matter. It requires financial smarts, the right credentials, and no small measure of passion.