Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
How Ford Went From Family RIA to BD Exec
By Ginger SzalaErinn Ford, now head of KMS Financial, says her mother was an industry "pioneer" when she started out in the advisory field in 1975.
February 24, 2020
Smaller Firms Must Specialize if They Want to Grow: ReportIn a new report, SEI and the FPA discuss how to find a niche and other growth strategies for small RIAs.
November 25, 2019
SEC Ad Rule Revamp Is a Game ChangerWhile still combing through the 507-page plan, industry players can't contain their excitement over much-needed reform.
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.