Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Here's the Key to Getting New Clients on Social Media
By Jane Wollman RusoffIf you're just posting content, you're "only doing half the work," Charlie Van Derven tells ThinkAdvisor.
May 13, 2019
How FOMO Can Warp Your Finances: SchwabSocial media lures many Americans to spend beyond their means, a survey finds.
May 06, 2019
Making Marketing Lemonade out of SEC Testimonial Rule LemonsAdvisors can boost their credibility without running afoul of the SEC.
May 02, 2019
Millennials, Their Digital Data, and YouUsing social media in insurance underwriting might be hard. Or, it could just take some negotiating.
April 30, 2019
'Lifestyle' Content Drives Engagement on Social Media: ReportLifestyle content made up only 12% of total content published by financial services firms but had the highest engagement rates, Hearsay Systems found.
April 23, 2019
What's Worse: Selfie Deaths, Stock-Market Crashes or High Fees?We worry far too much about the rare event that might harm us than the thing that slowly, but routinely, drains us.
April 08, 2019
Almost All Advisors Are Using Social Media: SurveyNinety-eight percent use social networks for business and/or personal purposes, including 83% that use them for business purposes, according to a Putnam Investments survey.
March 29, 2019
Life Insurers Can Use Social Media Data in Underwriting. Should They?Whatever you think about the New York department's new guidelines, you probably ought to think about them.









