Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Hearsay Adds Instagram to Platform for Advisors
By Janet LevauxThe tech firm will review, track and store Instagram content for financial firms, as it does now for content posted on Facebook, Twitter and LinkedIn.
October 19, 2018
Today's Digital Environment Is Changing Seminar MarketingFor many attendees, the author says, getting a real education is now the meat.
October 19, 2018
Start With a Risk Number, End With New Clients: Snappy KrakenSnappy Kraken creates an automated lead-gen campaign for Riskalyze users.
October 12, 2018
What Advisors Want to Hear From Mutual Fund FirmsSunStar Strategic set out to find the type of fund information advisors want.
September 06, 2018
Wealthy Investors Have a Big Cybersecurity ProblemAon's Cyber Solutions offers simple recommendations to prevent cybertheft for high-net-worth investors and the advisors who manage them.
June 07, 2018
Top 10 Most Influential Financial Advisors: Investopedia"Their message needed to be sound, balanced and truly useful," the site's editor said.
May 29, 2018
SEC Busts ICO Touting Relationships With the Fed, Disney"This ICO was based on a social media marketing blitz that allegedly deceived investors with purely fictional claims of business prospects," said SEC Cyber Unit chief Cohen.
May 09, 2018
3 Ways to Elevate Your Firm's Social Media GameIt's worth taking a step back to re-evaluate your firm's social media efforts to adopt a more holistic approach.