Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Which social media platforms are right for you?
By Marsha FriedmanHere are the advantages and disadvantages of the four most popular platforms.
April 02, 2014
Social media good for clients, advisorsJust as advisors are being asked to do it all for clients in general, they are being asked to do it all on social media.
April 02, 2014
SEC: Advisor use of social media testimonials sometimes OKThe SEC guidance addresses questions concerning the nature, scope and application of a rule respecting testimonials.
April 02, 2014
Millennials trust people over brandsMillennials are, in fact, most influenced by user-generated content.
April 01, 2014
SEC: Advisor Use of Social Media Testimonials Sometimes OKIn long-awaited guidance, the SEC clarifies when it is and is not acceptable for an advisor to use clients' testimonials on social media.
March 31, 2014
Social Media Good for Clients, AdvisorsJust as advisors are being asked to do it all for clients in general, they are being asked to do it all on social media, experts say. The plus side? “There's…
March 24, 2014
Nearly Half of Investors Can’t Find Their Advisors on Social MediaMost investors use social media, but many say they have trouble connecting with their financial advisors, a Finect survey found.
March 21, 2014
Are you drowning in distractions?All day long, distractions tug at you and threaten to pull you under. But with a few simple techniques you can keep your head above water.