Latest News

Social media

August 07, 2017

Creative Communication

For some advisers, it’s their tool of choice for building client relationships

April 21, 2017

Benefits and Limits of Social Media Marketing

Advisers widely like to use social media to cultivate client relationships—but they see limits on the value of social media interactions, with the vast majority passing on premium social media marketing services. 

October 31, 2016

Investors Prefer the Path of Least Resistance

“People are far more likely to take a path of less resistance by seeking out recommendations from trusted sources or choosing firms whose brand they have become comfortable with over time.”

October 28, 2016

Social Media Boosting Client-Adviser Relationships

Although several regulations still limit use of social media in retirement planning and the wider financial-services industry, many advisers are finding that platforms like Facebook and Twitter are becoming excellent tools for building client relationships.