Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
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By Lauren JaeckelGoogles social platform arrived late to the party, but now has more than 500 million registered users.
October 08, 2013
Ritholtz’s Big Picture: 24-7 Media Cycle Is Going to the BlogsA pundits panel of chief strategists join star bloggers Barry Ritholtz and Josh Brown to bemoan the insanity of the 24-7 financial news cycle.
October 02, 2013
Staying Compliant With the SEC’s Anti-Testimonial RuleThe Investment Advisers Act of 1940 explicitly prohibits client testimonials. What does that mean in 2013?
October 02, 2013
Putnam’s Portrait of the ‘Social Advisor’: Younger, Likes LinkedIn, Gets ReferralsStudy finds that advisors who use social media daily tend to be younger than average; 49% say they get new clients through social efforts.
September 30, 2013
3 Tips to Stay Compliant on Social MediaAdvisors and their firms must have policies in place to govern how they address social media and how they train people to use it.
September 30, 2013
Web Expert Unveils Social Media’s Untapped Client RichesClara Shih is on a mission to help advisors win new clients, build stronger relationships with current ones and bolster their brands via social selling.
September 27, 2013
Do Men and Women Live on Different Social Media Planets?Which social media do your clients prefer? MassMutual has the breakdown by age and gender.
September 26, 2013
5 Time-Saving Tips to Get Started on Social Media MarketingDon't look at social media marketing as another time drain, but rather as a replacement for marketing efforts you're already doing that are less successful.