Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
The evolution of social media in financial services [infographic]
By LIMRAFinancial professionals find social media helps them to market themselves, research prospects and build relationships.
January 24, 2017
How to Use Social Media Like Donald TrumpThanks to social media, the Trump campaign could effectively target supporters and scale successful strategies quickly while keeping costs to a minimum.
January 12, 2017
How Facebook Live can make you better at salesIf you want to market to your clients in the 21st century, you have to get into their phone.
January 03, 2017
SEC ups disclosure requirements for advisor social media accountsBeginning Oct. 1, 2017, the Securities and Exchange Commission will raise the social-media regulatory stakes for investment advisors.
January 03, 2017
SEC ups disclosure requirements for advisor social media accountsBeginning Oct. 1, 2017, the Securities and Exchange Commission will raise the social-media regulatory stakes for investment advisors.
December 28, 2016
Facebook Launches Business-Focused PlatformFans of Facebook and there are more than a billion of them now have a near mirror-image of the social network they can use for their business.
December 22, 2016
Your Employees: The First Line of Defense Against Cybersecurity ThreatsHelp your employees better understand their role in identifying threats and preventing cybersecurity attacks against your firm and your clients.
December 02, 2016
New Hearsay Tools Make Social Media Compliance Easier and FasterThe new technology enables compliance supervisors to review advisor digital activity with one or two clicks.