Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
How 'Tough Love' Prepped Erinn Ford to Lead Billion-Dollar Firms
By Ginger SzalaHer mother "was such a pioneer" starting out in the advisory field in 1975, says the head of KMS Financial.
November 07, 2019
RIAs Lag Other Advisors in Social Media Use: StudyBD and wirehouse reps use social media more frequently and see it as a more valuable business-building tool than do RIAs, American Century found.
November 07, 2019
Hearsay CEO Clara Shih Cheers SEC's Modernizing of Ad RulesSEC updates will help advisors promote themselves "through channels and mediums that people actually use," Shih told ThinkAdvisor.
October 16, 2019
Brokers' Use of Texting, Social Media Cited in FINRA Exam ReportSome reps have also been conducting "electronic sales seminars" on digital channels that were not permitted by their firms, FINRA said.
October 03, 2019
Chalekian's RIA to Join Integrated PartnersAs part of the deal, the popular head of Lake Avenue will lead the larger RIA's acquisition team.
October 02, 2019
High-Growth Advisors Go All-In on Marketing: BroadridgeA survey looks at advisors who invest more than their peers in marketing and technology.
October 01, 2019
Who Gets Scammed, Who Doesn't?A FINRA study examines what separates victims of fraud from non-victims.
September 20, 2019
Advisors' Social Media Use Surges Despite Compliance ChallengesRelief could be coming: The SEC says it may soon look into modernizing the Advertising Rule.