Advisory Firm Owner: Do You Really Want to Be Big Brother?
So there are multiple digital tools out there for monitoring every minute of your employees' time in the office, including the websites and apps they're using. I tried it, and here's what I learned.
4 Startling Tech Stats for Advisors
Advisors who ignore or abandon social media are “making a big mistake,” Mike Byrnes of Byrnes Consulting said at FSI OneVoice. “Change is coming, and it’s coming exponentially.”
Peter Schiff Slams CBS Blogger Over Recent Gold Post
Peter Schiff came out swinging in an escalating war of words with CBS MoneyWatch blogger Larry Swedroe about the role gold should play in an investment portfolio.
How to Help Clients Avoid Holiday Financial Faux Pas
Ally Bank is here to get your clients through the holidays, with the help of ethicist and humorist Randy Cohen.
Merrill Lynch Pushing More Online Content Via Flipboard
Bank of America wants its advisors to connect to clients and prospects on mobile devices as much as possible
New Hire Roundup: TD Ameritrade Institutional Adds Dario
Also this week in new hires, Joseph Nader joined Wescott Financial Advisory Group; Will Proctor went to a new spot at Neuberger Berman; and more.
ArchiveSocial Offers ‘Authentic’ Social Media Archiving
ArchiveSocial, a Raleigh, N.C.-based social media archiver, emerged from its pilot program with a mind to “authentically capture” businesses’ social media activity and keep them compliant.
What Makes Your Clients Tick? A Peek at 10 Finance Firms’ Customers
Looking to connect with potential clients? New Media Metrics analyzed the customers of 10 major financial institutions to discover their interests and favorite media, as well as the emotional pull of the banks themselves.
What Makes Nonprofits Toss and Turn? Marketing
When it comes to running a nonprofit organization effectively, here are some basic issues that keep their principals up at night, according to new research from Constant Contact.
Dragon 12: Great Productivity Tool Gets Even Better
The premium edition has one feature that advisors should appreciate: “text to speech.”