Tag: Social media

Commonwealth Financial Network has partnered with Erado Message Control to offer advisers a social media compliance solution. 

Marketeria, a marketing and content management firm for financial advisers, will be offering its clients use of the Arkovi social media archiving solution.  

Generations X and Y value working with a team; however, industry recruiters are trying to persuade with “be your own boss” tactics and not always succeeding, LIMRA research...

Actiance, a firm specializing in Internet-based security, management and compliance issues, has partnered with LinkedIn to broaden social media usage by financial service professionals.

Nearly two-thirds (62%) of advisers say their greatest pitfall in communicating with clients is lack of frequency, according to an SEI Advisor Network poll.   

Management interest in social media is high at asset management firms, yet commitment to formulating a strategy and providing resources remains low, according to a kasina report.   

In a Webinar discussing the power of real-time marketing on social media platforms, authors of a new book asked the financial industry–why are we so behind? 

RidgeWorth Investments is introducing five monthly podcasts that will offer asset class updates and information for investment professionals. 

A financial industry "insider" and a communications professional "outsider" gave actionable ideas on tackling a social media strategy at the ASPPA 401(k) Summit in Las Vegas.  

linkedFA and McGraw-Hill Professional will be presenting a series of Webinars to educate financial professionals on how they can use social media compliantly.  

linkedFA, a social networking site designed for financial professionals, has acquired AdvisorConnect, a private, online community for independent advisers.  

linkedFA, a social networking site specifically for financial professionals, announced today that Richard Joyce will become Chairman of the Board.  

linkedFA, a social networking/media site that enables financial advisers to be active on the Internet and stick to compliance guidelines, has made upgrades to its Web site.

J.P. Morgan unveiled a new iPad application that gives clients access to the investment bank’s research.

Advisers are facing several new challenges in the “post-recession” climate, and many feel that they have to tackle these challenges on their own, according to a survey conducted...

In a conference call with the media, Phyllis C. Borzi, Assistant Secretary of Labor at the Department of Labor, described the current fiduciary guidelines as being “arcane.”

A new survey of employees and managers finds workers want supervisors who guide them with clear goals and provide them with the motivation and tools to get there.

Charles Schwab has created a Twitter account specifically designed for independent registered investment advisers (RIAs).

You are your “brand”; it includes everything your client experiences while working with you.