Tag: Social media

Financial services providers are failing to connect with the Millennial generation, according to new study by BNY Mellon and the University of Oxford.

A new white paper from consulting and communication solutions firm ShoeFitts Marketing helps financial advisers establish and adhere to key social media best practices.

The Guardian Life Insurance Company of America says more than eight in 10 (81%) of its financial representatives regularly engage with clients  and prospects on social media channels.

Defined contribution (DC) retirement plan participants across all age groups are taking to social media for financial information and advice, according to Spectrem Group.

Few financial advisers are satisfied with the technology offerings and communications resources at asset management firms, according to a recent kasina report.

Client demand is increasing for “face-to-face” financial advising through video chat services, from Skype to FaceTime.

Investment firms that actively mentor younger advisers are likely to gain a competitive advantage over the next decade, according to the J.D. Power “2014 U.S. Financial Advisor Satisfaction...

Advisory firms will have significant opportunity for growth over the next decade, according to Schwab Advisor Services, but success will require new strategies to win “Generation Now.”

J.P. Morgan Retirement Link, the firm’s retirement plan administration solution for small and mid-size employers, has gone mobile with a new iPhone and Android application.

Invesco has updated its DC Plan Analyzer application to include detailed cost benchmarking capabilities that allow advisers to deliver plan expense comparisons directly to sponsor clients.

Personal brand and thoughtful use of social media are critical for a successful practice, according to a survey by Pershing.

The Financial Planning Association (FPA) launched a collection of web-based “Knowledge Circles” aimed at fostering communication and collaboration among its members.

The world of social media is constantly evolving, and to successfully market yourself to plan sponsors using social media, you must evolve with it.

Mirae Asset Global Investments, an investment services provider specializing in emerging market equities, launched an enhanced website focusing on financial adviser support and education.

Recent guidance from the Securities and Exchange Commission (SEC) on social media use in adviser advertising is helpful, says one compliance services provider, but the update leaves questions...

BOK Financial launched a new website for retirement plan sponsors and participants.

Cambridge Investment Research, Inc. established a new partnership with the 401k Study Group to bring expanded education and networking resources to its advisory and broker/dealer staff.

Retirement planning software provider Trust Builders, Inc. is partnering with employee benefits and compliance expert Kristi Cook on the next release of The Retirement Analysis Kit (TRAK) system.

Technology can replicate the value of a good assistant.