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.
Wall Street Mourns Death of Muriel Siebert
In 1967, Siebert became the first woman to buy a seat on the New York Stock Exchange.
Next-Gen Advisors Get Schooled in Social Media That Sells
Cost of social media is "almost nil compared to a traditional advertising effort for a new financial planner," says Texas Tech student Dustin Parks...
Succession Planning for an Entire Industry: Why Study Groups Are Critical
“We really feel we have the best consultants in the industry as part of the group,” says Xcelsior study group member Mike Anderson.