Tag: Social media

Even with clarity from FINRA, broker/dealers have yet to christen social networking.

As the workplace becomes increasingly mobile, smartphones have become indispensable to many owners of small and medium-sized businesses, according to a new survey.

RidgeWorth Investments said it has updated its really simple syndication (RSS) offering to allow Web site visitors to customize their feed.

Californians seem to be hogging the largest share of the iPads.

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.

Retirement plan advisers can use industry resources and social-networking tools to gain new plan sponsor clients.

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.

Broker/dealers and their reps confused about regulations regarding social networking might now have some answers.

In the old days of smartphones, having a BlackBerry probably pegged you as a businessperson; however, that might no longer be the case.

To meet “Americans' growing need for financial guidance,” Northwestern Mutual said it plans to recruit more than 2,300 financial representatives and more than 2,500 financial representative interns in...

The new social networking site linkedFA said it is the “first and only FINRA-compliant social networking site for financial professionals.”

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,...

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.