5 Ways to Build Trust With Women Using Social Media
Advisors can leverage social media to reach and build trust with female clients, who are already bigger users of social media than men.
SEC Slams Programmer of Virtual Currency-Based Stock Exchanges
SEC sanctioned a computer programmer for operating two online venues trading stocks using bitcoin or litecoin without registering them as BDs or stock exchanges.
In Search of the Best Financial Planning Software: Integration
As I near my decision on which financial planning software to choose, a last-minute integration issue arises.
Advisors Overwhelmingly Prefer LinkedIn Over Facebook, Twitter
New report from Practical Perspectives finds that 9 in 10 advisors use LinkedIn, far more than any other social media platform.
How Will AUM Advisors Weather the Next Market Downturn?
With an average profit margin of 22%, not all advisory firms may even survive the next downturn.
HighTower Gives Advisors Envestnet Retirement Tool
The partnership aims to boost the retirement plan business of its independent advisors.
Best Finance Tweets of the Month: November
Credit cards for communists, cow cartels and an Anthony Wiener moment from a Twitter exec.
Fidelity Partners With Robo-Advisor LearnVest
Deal will give Fidelity IWS, National Financial advisors ‘preferred pricing’ and educational tools to reach ‘emerging’ and mass affluent clients.
LinkedIn Yields Next-Gen Wealth Transfer Clients
Advisors are using LinkedIn to successfully reach younger wealth-management clients, says the National Bank of Canada and Hootsuite.
10 Most Successful YouTube Videos by Financial Firms: Q3
Even stodgy financial firms can produce viral videos playing on patriotism, Peyton Manning or lightening up with an office hip-hop dance.