Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Chalekian's RIA to Join Integrated Partners
By Janet LevauxAs part of the deal, the popular head of Lake Avenue will lead the larger RIA's acquisition team.
September 20, 2019
Advisors' Social Media Use Surges Despite Compliance ChallengesRelief could be coming: The SEC says it may soon look into modernizing the Advertising Rule.
August 01, 2019
Here's the Key to Getting New Clients on Social MediaIf you're just posting content, you're "only doing half the work," Charlie Van Derven tells ThinkAdvisor.
July 15, 2019
Who Needs Robocalling?Here are four high-quality lead generators that won't annoy potential customers.
May 13, 2019
How Much Money Do You Need to Be Wealthy in America?It's a slight drop from last year, and the answer varies by generation.
May 13, 2019
How FOMO Can Warp Your Finances: SchwabSocial media lures many Americans to spend beyond their means, a survey finds.
May 06, 2019
Making Marketing Lemonade out of SEC Testimonial Rule LemonsAdvisors can boost their credibility without running afoul of the SEC.
May 02, 2019
Millennials, Their Digital Data, and YouUsing social media in insurance underwriting might be hard. Or, it could just take some negotiating.