Millennials Near Tipping Point: Are You Ready?
This generation of more than 80 million potential clients is beginning a transition phase, highlighted by buying their first homes.
6 Areas of Regulatory Focus From a Former FINRA Exec
What do “Birdman” and broker-dealers have in common?
Hearsay Updates Social Media Apps for Mobile Phones
Meanwhile, Socialware introduces a brand protection tool for financial companies.
BrightScope’s 10 Most Influential Advisors on Social Media: 2015
Want to build your social media presence? These advisors know how it's done.
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.
Asset Managers Don’t See Digital Engagement as Essential: Kasina
Almost half of asset managers say digital initiatives to engage with customers are “nice to have” but not essential to doing business.
Hearsay Social Names CFO
William Salisbury, Hearsay's first CFO, has worked for Morgan Stanley, Avast Software and other firms.
Welcome to the World of Online Financial Advisor Reviews
The SEC’s decision to let advisors use customer reviews could be extremely beneficial for top-rated advisors’ bottom lines, as other industries’ experience has shown.
IRS’ 12 Tax Scams to Avoid in 2015: The Dirty Dozen
From lower-income taxpayers to the ultra-high net worth, anyone can fall victim to a tax scam — or perpetrate one.
Keeping Up With the Robo-Race
Efforts to help advisors beat back potential competition from robo-advisors continues this year with two recent offerings—one born of a collaboration between Vanare and NestEgg Wealth, and another from social media company Hearsay Social.