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.
Hearsay Social Wants to Help Advisors Predict Client Behavior
The Predictive Social Suite will monitor social media and other channels for "signals" of events in clients' lives that often lead to buying decisions.
5 Disruptors That Will Transform Advisors’ Businesses
In order to succeed, advisors must harness major trends already in process—those who don’t will fail.
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.
What Makes Social Media Users Donate to Charity?
"Trust the messenger, not the medium" appears to be the motto of charitably inclined social media users, according to the American Red Cross.
3 Ways to Address Advisor Shortage
It’s not that Gen Yers don’t care; they just don’t know about the career opportunities the financial services industry can provide.
Personal Touches on Social Media Key to Building Relationships
Here are five ways to put some personality into your social media posts and show your audience you are genuine and trustworthy.
Hearsay Social Adds Vanguard & NY Life, Doubles Client Base
The social media platform provider says it now serves some 92,000 financial professionals.
3 Key Steps to Jump-Start Your Business Using Social Media
Advisors who set aside just a small amount of time can maintain their social media presence and reap the rewards of new clients.