Hearsay Social’s New Curated Content Tool Moves Beyond Finance
The tool lets advisors access preapproved content on everything from lifestyle news to sports in order to help build a brand that reflects their personality.
Institutional Investors Get Social
Nearly half of institutional investors have taken action based on information from social media, a Greenwich Associates study found.
What Facebook’s Future Holds for Advisors
Facebook’s plans may directly affect advisors’ business and will surely shape their social media strategies. Then there are the compliance and robo-advisor implications.
RIA Rolls Out Uber-Like App
The mobile financial planning tool is intended to help clients 24/7 — an anti-robo-advisor of sorts.
Morgan Stanley CFO to Leave for Google
Ruth Porat will take the same position at Google and will be one of the few female top executives in Silicon Valley.
BrightScope’s 10 Most Influential Advisors on Social Media: 2015
Want to build your social media presence? These advisors know how it's done.
SEC Enforcement: H.D. Vest Failed to Monitor Reps’ Outside Activities
Meanwhile, the SEC froze the assets of a fund manager charged with running a Twitter-related Ponzi scheme using money from a fake Uber-related fund.
Twitter: A Powerful Social Media Tool Advisors Can’t Ignore
Using these Twitter “listening tips” will help you better understand your industry, clients and prospects.
Best Finance Tweets of the Month: February 2015
How economics nerds celebrate Valentine's Day, what Janet Yellen must really think of Audit the Fed, and more highlights from the Twittersphere this month.
Financial Industry Not Doing Great Job on Social Media: Twitter Exec
At SIFMA event, experts point to ways advisors and broker-dealers can embrace mobile communications.