November 18th, 2009
Asset managers are using more creative methods such as social
networking to reach financial advisers, according to Cerulli Associates.
November 12th, 2009
Holiday traveling can be a pain, but some lucky airline passengers will be able to pass the airport time online for free.
October 28th, 2009
Rick Ketchum, chairman and CEO of the Financial Industry Regulatory
Authority (FINRA), said the agency has formed a task force to examine
how regulation can welcome new forms of communications while protecting
Data & Research
October 1st, 2009
Before advisers or financial institutions, Millennials turn to their parents and friends for financial information.
August 31st, 2009
A new whitepaper from Wealth2k says advisers should not ignore the Web in their retirement income communication strategies.
August 27th, 2009
Many financial advisers and brokers might be confused about what regulators have to say about using social networking.
July 7th, 2009
Morgan Stanley Smith Barney (MSSB) said it launched the Women Financial Advisors Forum (WFAF), a blog for women interested in becoming financial advisers at the firm.
June 24th, 2009
Online social networking site Twitter is all the hype in the media, but a Harvard study made some interesting findings about who’s actually tweeting.
Data & Research
April 29th, 2009
Customers can follow their bank on Twitter.
March 12th, 2009
Baby Boomers continue to consume and use more social technologies, and retirement-focused sites are taking up the opportunity.
June 6th, 2008
The popular virtual world of Second Life is on the road to becoming a communication tool in the financial world.
May 14th, 2008
It is not just for the younger generation: Social media plays a rapidly growing and influential role in an individual investor’s financial decisions, particularly for high-net-worth investors, according to study from Cogent Research.