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, a social networking service for financial professionals, has partnered with LiveOffice to enable preapproval and archiving of social media posts and RSS feeds.
As the workplace becomes increasingly mobile, smartphones have become indispensable to many owners of small and medium-sized businesses, according to a new survey.
linkedFA, a social networking site for financial professionals, said it now offers a feature to satisfy compliance concerns of brokerage and wirehouse firms.
Brinker Capital launched a mobile phone application designed to provide financial advisers and their clients with computer desktop-like accessibility to account information.
Almost half (46%) of surveyed registered investment advisers (RIA) are
looking to social media to gain new clients, according to a survey by
Rydex|SGI.
As retirement plan advisers learn how to lasso new media as part of
their practices, one of the most established methods to consider is
using Webcasts.
Fidelity Investments has developed an application that will allow
investors to place stock, option, exchange-traded fund (ETF), or mutual
fund trades via an iPhone or iPod touch.