Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Nearly Half of Investors Can’t Find Their Advisors on Social Media
By Janet LevauxMost investors use social media, but many say they have trouble connecting with their financial advisors, a Finect survey found.
March 12, 2014
5 things advisors can learn from the OscarsWhether you're an occasional moviegoer or an impassioned film buff, you can learn a handful of useful lessons from the Academy Awards that can help you improve your practice.
March 12, 2014
5 things advisors can learn from the OscarsWhether you're an occasional moviegoer or an impassioned film buff, you can learn a handful of useful lessons from the Academy Awards that can help you improve your practice.
March 05, 2014
Reach Gen Y investors with social mediaMore than one-third of investors used social media for personal finance and investing purposes in 2012.
March 05, 2014
Reach Gen Y investors with social mediaMore than one-third of investors used social media for personal finance and investing purposes in 2012.
March 04, 2014
Who’s talking about you online?Your reputation is too important to be controlled by someone else. Google yourself and see what others are saying about you. It just may surprise you.
March 03, 2014
How Social Media Helps Advisors ‘Seal the Deal’ With Clients"Goofy pictures" and news on Barbie are just some ways advisors have boosted results using Facebook, LinkedIn and Twitter.
February 28, 2014
New U.S. Trust Program Helps Clients Avert Online RisksThe firm has expanded its program to help clients and their children or heirs protect their digital assets, online reputation, privacy and security.