Fidelity suggests six steps for advisers to embrace technology.
Tag: Social media
The use of social media, particularly LinkedIn, with financial professionals continues to grow, and many say they have seen a related performance boost.
More assets and new clients gained by using social media, and it’s not just LinkedIn.
Experts convened for a webinar about retirement planning suggested a DC plan participant’s age should impact the content of communications, but not necessarily the form.
They may be short on experience, but Spectrem finds young investors are taking a long-term view with their portfolios.
New offerings from Fidelity help advisers shape and expand their online presence.
Centered around a website, a marketing tool from Smarsh includes email marketing and social media.
On average, they started saving for retirement at age 26.
Social media is joining traditional financial news media as a key source of information used by institutional investors, according to Greenwich Associates.
Advisers wondering how and what to Tweet, or where to find value in LinkedIn can usually turn to their companies, according to a LIMRA study.
A new name, logo and redesigned website are the former Lincoln Trust’s latest steps in building its retirement business brand.
A majority of high-income women feel comfortable taking risk in investments, feel fairly knowledgeable about financial products and possess advanced degrees, according to Spectrem Group.
A new career planning website from the CFP Board is designed to support both employers and job seekers in the financial advisory industry.
Two-thirds of advisers using social media for business say it has helped them gain new clients, leading to a median of almost $2 million in new assets generated per adviser.
More than half of independent registered investment advisers (RIA) view technology as a front-office function and a key component for delivering quality client experiences.
Financial services providers are failing to connect with the Millennial generation, according to new study by BNY Mellon and the University of Oxford.
A new white paper from consulting and communication solutions firm ShoeFitts Marketing helps financial advisers establish and adhere to key social media best practices.
The Guardian Life Insurance Company of America says more than eight in 10 (81%) of its financial representatives regularly engage with clients and prospects on social media channels.
Defined contribution (DC) retirement plan participants across all age groups are taking to social media for financial information and advice, according to Spectrem Group.
Few financial advisers are satisfied with the technology offerings and communications resources at asset management firms, according to a recent kasina report.