Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
July 19, 2017
What Role Could AI Play in Investor Relationships?The Salesforce survey finds that millennials are significantly more likely to be interested in AI capabilities offered by advisors.
June 08, 2017
Do’s and Don’ts of Twitter, LinkedIn and Facebook for AdvisorsTheres a strategy for using social media to reap marketing results, Lisa Turley of Raymond James tells ThinkAdvisor.
May 31, 2017
Affluent Young Investors Plan to Allocate More to AdvisorsEighty-five percent of millennials in a Global X poll said Donald Trumps election had increased the likelihood that they would work with a financial advisor.
May 30, 2017
How Automated Omni-Channel Marketing Is Reshaping Client ExperienceMost advisors are too busy to give their marketing the time and attention it requires.
May 23, 2017
Clara Shih, Digital Doctor: The 2017 IA 25The executive and tech entrepreneur helps advisors and broker-dealers tap into the power of social media.
May 11, 2017
Templeton’s Mobius Says Low Market Volatility Tied to Social MediaTempleton investing guru says social media creates confusion; people then dismiss bad news, leading to market calm, he says.
May 01, 2017
FINRA Issues Social Media Q&AThe regulator addresses text messages in its latest attempt to answer BDs' digital communication questions.
April 25, 2017
Advisors Continue to Get New Business From Social Media: PollForty-six percent of advisors acquired business this year via social media, up from 43% last year, says American Century.
April 11, 2017
These 4 Emojis Are a No-No on Wall StreetInvestment and social media compliance firms warn about the pitfalls of using emojis in client communications.
April 07, 2017
eMoney Compliance Tool Goes Live: Tech RoundupAdvisorStream, and SS&C also announced new integrations and updates this week.