Wirehouse Advisors Now Lead the Way on Social Media, Putnam Finds
Social media compliance is becoming less of a headache, and more and more firms are seeing their efforts pay off in new assets.
Hearsay Social Streamlines Social Media Compliance Platform
Hearsay Social says it’s made its social profile review, pre-approval features and automatic publishing solutions more efficient.
Tony Robbins Slams Critics, Says He’s Not a Financial Advisor
Supercoach Tony Robbins, who invites seminar attendees to walk over hot coals, is now raking RIAs over the coals for taking “pot shots” at him.
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.
Citigroup Risk Executive’s Death Suspected as Suicide
Shawn D. Miller, a Citigroup Inc. executive who helped create an international standard for responsible lending, died from what police now suspect was a self-inflicted wound.
TD Ameritrade Endows Director of Financial Planning for Texas A&M
Nathan Harness, currently an assistant professor of finance at TAMU, will step up to the position of TD Ameritrade Director of Financial Planning.
Coaches Corner: 3 Ways to Avoid Social Media’s Time Suck When Prospecting
How to keep your social media prospecting from becoming just one more distraction
‘Strategic’ Lying: To Get the Job, Tell Advisors What They Want to Hear
We don't countenance dishonesty in the employment process. Rather, as a job candidate you should show firm owners that you can help solve their problems.
Schwab’s Bettinger, Clark: RIAs Must Evolve; Robos in ‘Top of the First’
Welcoming attendees at biggest-ever Impact, Schwab CEO and RIA chief explain robo-advisor strategy and call on RIAs to embrace the challenge of “Generation Now.”