Tag: Social media
New research from the Sun Life Financial Unretirement Index revealed that more working Americans seek financial advice from family members and friends than from financial advisers, the media, and online outlets.
TIAA-CREF is the latest financial firm to offer an application for the iPhone.
Savings has a new social media "friend."
NextStep Defined Contribution, Inc., has agreed to add the SmartPlan Enterprise interactive-video retirement planning system from vWise, Inc., to the NextStep participant education offering.
Lord, Abbett & Co. LLC said its new Web site for advisers offers interactive content about investment solutions, market insights, and practice management.
Asset managers are using more creative methods such as social networking to reach financial advisers, according to Cerulli Associates.
Holiday traveling can be a pain, but some lucky airline passengers will be able to pass the airport time online for free.
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 investors.
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
Before advisers or financial institutions, Millennials turn to their parents and friends for financial information.
A new whitepaper from Wealth2k says advisers should not ignore the Web in their retirement income communication strategies.
Many financial advisers and brokers might be confused about what regulators have to say about using social networking.
How retirement plan advisers can better reach a young, transient workforce