Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Hey, Mut Fund Providers: Gen Y Can’t Hear You
By Danielle AndrusInvestors under 30 account for nearly 10% of affluent investors in the United States, but mutual fund companies arent doing enough to get in front of those consumers.
March 20, 2013
To tweet, or not to tweet?Three top producers weigh in on social media use and whether online insurance sales pose a threat.
March 18, 2013
Do You Really Need to File That Social Media Post With FINRA?The SEC has released guidance clarifying which social media posts investment companies must file with FINRA.
March 17, 2013
It’s selling time: Do you know where your prospects are?Find your high-net-worth prospects on social media.
March 17, 2013
It’s selling time: Do you know where your prospects are?Find your high-net-worth prospects on social media.
March 14, 2013
Outsourcing Is Up as Tech Crunch Hits IBDsLikewise, greater social media technology is coming to independent reps and their firms, say experts at TechLeaders 2013.
March 12, 2013
May you tweet in peace: social media from beyond the graveAutomated algorithms will tweet for us posthumously based on what we tweeted about when we were alive.
March 11, 2013
Social Media Is Catalyst for Investment Changes Among Affluent: CogentNearly 70% of affluent investors who use social media for financial information have reallocated investments or have started or changed their relationship with investment providers based on content theyve received through those channels.