Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Blog optimization checklist, Part 3
By Amy McIlwainYouve set up your blog and sit down regularly to write. But have you done everything you can to get people to read it?
October 10, 2014
Cerulli: Advisors control significant share of DC plan marketSeven in ten investors surveyed by Cerulli Associates say theyre satisfied with their financial services professional.
October 10, 2014
Raymond James Sees Growth in RIA Unit; Adds Social Media, ETF OfferingsRelaunched and reinvigorated RIA custody unit has 110 RIA clients with $10 billion in AUM, adds Hearsay Social platform and 120 no-transaction-fee ETFs.
October 04, 2014
Social media from scratch, Part 3: LinkedInStill havent gotten around to establishing your social-media presence? Get started today with these basics for breaking into the online world.
October 02, 2014
Survey: Most insurance executives eye new social media toolsMay survey respondents say the targeting of new customers in existing markets is their top strategic priority.
October 01, 2014
How 3 Advisors Handle Social Media ComplianceAt FSI's FA Summit, three financial advisors discussed their social media best practices and how they each handle social media compliance.
September 29, 2014
Don't Give Your Money AwayChubb's new social engineering fraud endorsement protects firms from theft by deception.
September 26, 2014
Cheese should be for pizza: how to market to millennialsMillennials are a smart bunch who are technically competent and want to be able to self-serve their needs.