Schwab Introduces Twitter Account with RIAs in Mind
Charles Schwab has created a Twitter account specifically designed for independent registered investment advisers (RIAs).
Tag: Social media
PANC 2010: Getting the Word Out
You are your “brand”; it includes everything your client experiences while working with you.
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What You Need To Know About YouTube
When most people think of YouTube, they envision comedic homemade videos, sports clips, or excerpts from television shows, but the popular Web site, www.youtube.com, also can be a...
Asset Management Firms Dipping into Social Media
Corporate Insight recently found that 45% of the asset management firms it tracks are employing social media in some way.
PANC 2010: Technology and the Modern Adviser
Whether it’s fear of “teenyboppers” or compliance issues, plan advisers have many questions related to social media and networking sites.
DIA Launches Facebook Page
Diversified Investment Advisors, Inc., has launched “Your Money Matters” on Facebook to share and explore retirement and personal finance issues and trends with consumers.
Many Advisers Hesitant to Use Social Media
Although there are financial advisers who have adopted LinkedIn and other sites as part of their business, the vast majority remain on the fence.
Adhesion Wealth Advisor Solutions Releases New iPad App
A new enhancement from Adhesion Wealth Advisor Solutions makes RIA portfolios and performance reports available to clients on their iPads.
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What You Need to Know About Building a Web Site
A user-friendly Web site can help current or prospective clients quickly find useful information, such as contact information or a list of services, as well as answers to...
What Advisers Do Online
Financial advisers spend over 23 hours per week online at industry, social, and asset manager sites, according to a recent study by kasina.
Advisers Use Social Media to Drive Growth, Connect with Clients
A new study from BNY Mellon's Pershing Advisor Solutions finds nearly half of RIAs work for a firm that has a written policy governing the use...
PERSPECTIVE: 5 Steps to Jump Start Your Social Networking Presence
If you’re an advisor new to the social media scene, take some time to jump start your networking presence!
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What You Need To Know About… LinkedIn
Much has been written about how financial advisers can use LinkedIn to help them grow their practices—but what’s in it specifically for the 401(k) adviser?
linkedFA Links Up with LiveOffice for Social Media Compliance Solution
linkedFA, a social networking service for financial professionals, has partnered with LiveOffice to enable preapproval and archiving of social media posts and RSS feeds.
linkedFA Teams Up with NASDAQ to Add Adviser Resources
linkedFA, a social networking site for financial professionals, has partnered with NASDAQ.com to offer resources on its site.
More Seniors Using the Latest Technology
A Facebook message from your 100-year-old Grandma?