How Social Media Helped One RIA Significantly Grow Its Business
Heron Financial Group expanded its online presence to market and grow business with compliance help from archiving platform Smarsh.
Raymond James Sees Growth in RIA Unit; Adds Social Media, ETF Offerings
Relaunched and reinvigorated RIA custody unit has 110 RIA clients with $10 billion in AUM, adds Hearsay Social platform and 120 no-transaction-fee ETFs.
Hearsay Social Adds Vanguard & NY Life, Doubles Client Base
The social media platform provider says it now serves some 92,000 financial professionals.
H.D. Vest Rolls Out Financial Planning Software for Advisors
The software gives its nearly 5,000 advisors more access to information on client assets, even those held at other firms.
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.
Fast-Changing Tech Leaves Investors Vulnerable: Finect
Forty percent of financial professionals believe investors are at risk due to rapid changes in social media and IT.
Don’t Fear Social Media, Advisors Say
The “fear” over social media use has been “ridiculously overblown,” advisor, blogger and Twitterphile Michael Kitces told advisors at Schwab’s IMPACT conference, held in mid-November in Washington.
Kitces: Advisors’ Fear of Social Media ‘Ridiculously Overblown’
“A lot of what we [advisors] talk about on social media is far from what the SEC is scrutinizing," Michael Kitces said at Schwab Impact.
Web Expert Unveils Social Media’s Untapped Client Riches
Clara Shih is on a mission to help advisors win new clients, build stronger relationships with current ones and bolster their brands via “social selling.”
Hearsay Social Gets New Round of Funding, More Financial Services Clients
The San Francisco-based social media firm, launched in 2009, has raised an additional $30 million in Series C funding, bringing its total funding to $51 million.