Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Raymond James Sees Growth in RIA Unit; Adds Social Media, ETF Offerings
By Janet LevauxRelaunched and reinvigorated RIA custody unit has 110 RIA clients with $10 billion in AUM, adds Hearsay Social platform and 120 no-transaction-fee ETFs.
October 01, 2014
How 3 Advisors Handle Social Media ComplianceAt FSI's FA Summit, three financial advisors discussed their social media best practices and how they each handle social media compliance.
September 29, 2014
Don't Give Your Money AwayChubb's new social engineering fraud endorsement protects firms from theft by deception.
September 26, 2014
Cheese should be for pizza: how to market to millennialsMillennials are a smart bunch who are technically competent and want to be able to self-serve their needs.
September 25, 2014
9 ways to unleash the power of social media in insuranceFifty-five percent of insurance consumers say they would use insurance services offered through social media. That's too big a number to ignore.
September 22, 2014
Social media from scratch, Part 2: TwitterStill havent gotten around to establishing your social-media presence? Get started today with these basics for breaking into the online world.
September 19, 2014
3 Tips to Avoid Social Media Compliance ProblemsNo matter what social media platform advisors use, here are some important tips for staying compliant.
September 15, 2014
Personal Touches on Social Media Key to Building RelationshipsHere are five ways to put some personality into your social media posts and show your audience you are genuine and trustworthy.