Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
How Advisors Can Thrive in the Time of Coronavirus
By Jeff BermanFor one thing, don't stop searching for new clients, execs from two fintech firms say.
March 02, 2020
4 Steps to Add Ideal ClientsYou can't be all things to all people, so focus on a segment of the market where you can provide the most value.
February 25, 2020
How 'Tough Love' Prepped Erinn Ford to Lead Billion-Dollar FirmsHer mother "was such a pioneer" starting out in the advisory field in 1975, says the head of KMS Financial.
February 24, 2020
Smaller Firms Must Specialize if They Want to Grow: ReportIn a new report, SEI and the FPA discuss how to find a niche and other growth strategies for small RIAs.
November 25, 2019
SEC Ad Rule Revamp Is a Game ChangerWhile still combing through the 507-page plan, industry players can't contain their excitement over much-needed reform.
November 07, 2019
RIAs Lag Other Advisors in Social Media Use: StudyBD and wirehouse reps use social media more frequently and see it as a more valuable business-building tool than do RIAs, American Century found.
November 07, 2019
Hearsay CEO Clara Shih Cheers SEC's Modernizing of Ad RulesSEC updates will help advisors promote themselves "through channels and mediums that people actually use," Shih told ThinkAdvisor.
October 16, 2019
Brokers' Use of Texting, Social Media Cited in FINRA Exam ReportSome reps have also been conducting "electronic sales seminars" on digital channels that were not permitted by their firms, FINRA said.