Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Phony advisor used Twitter to bilk clients: SEC
By Janet LevauxThe SEC says a 27-year-old Honolulu woman attracted about $250,000 to her schemes via Twitter, Facebook and other websites.
April 10, 2014
Which social media platforms are right for you?Here 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
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…