Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Investors Say No to Gendered Advice, Marketing
By Michael S. FischerBut most respondents to a Hartford Funds survey said men and women had different financial needs.
December 17, 2021
JPMorgan Bosses, Hooked on WhatsApp, Fuel $200M PenaltyTens of thousands of messages escaped surveillance, hindering investigations, the SEC said as it doled out an unusually large fine.
December 02, 2021
The Do's and Don'ts of Using Client TestimonialsLarry Sprung of Mitlin Financial, an early adopter of testimonials, discusses some best practices and how to stay out of trouble.
November 23, 2021
The Best & Worst Mobile Apps for Wealth Management: J.D. Power, 2021Overall customer satisfaction with these apps rose nine points year over year to 858 on a 1,000-point scale.
November 16, 2021
Financial Firms Eye Up Instagram, YouTube; Compliance Pros Remain WarySocial media poses a reputational risk to firms as it explodes in volume and complexity, according to Hearsay Systems.
November 10, 2021
Love or Hate Social Media, Advisors Need to Be CompliantThe "Roaring Kitty" debacle highlights the dangers firms run into when they have lax controls on new marketing tools.
November 10, 2021
Dynasty Pilots Program to Match Wealthy Prospects With AdvisorsA beta launch of the new Dynasty Connect referral program started with a small number of advisors in the firm's network.
October 11, 2021
Combating the Top 5 Fears of Starting an RIA BusinessThrough strategic partnerships, big goals and trust in the process, you can build your own successful business.