Tag: Social media

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...

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.

Client demand is increasing for “face-to-face” financial advising through video chat services, from Skype to FaceTime.

Investment firms that actively mentor younger advisers are likely to gain a competitive advantage over the next decade, according to the J.D. Power “2014 U.S. Financial Advisor Satisfaction...

Advisory firms will have significant opportunity for growth over the next decade, according to Schwab Advisor Services, but success will require new strategies to win “Generation Now.”

J.P. Morgan Retirement Link, the firm’s retirement plan administration solution for small and mid-size employers, has gone mobile with a new iPhone and Android application.

Invesco has updated its DC Plan Analyzer application to include detailed cost benchmarking capabilities that allow advisers to deliver plan expense comparisons directly to sponsor clients.

Personal brand and thoughtful use of social media are critical for a successful practice, according to a survey by Pershing.

The Financial Planning Association (FPA) launched a collection of web-based “Knowledge Circles” aimed at fostering communication and collaboration among its members.

The world of social media is constantly evolving, and to successfully market yourself to plan sponsors using social media, you must evolve with it.

Mirae Asset Global Investments, an investment services provider specializing in emerging market equities, launched an enhanced website focusing on financial adviser support and education.