Tag: Social media

FSI Unveils New Mobil App

The Financial Services Institute (FSI) launched a mobile application providing independent financial advisers and financial services firms remote access to advocacy tools and industry updates.

LPL Revamps Adviser Mobile App

An updated mobile application from LPL Financial LLC provides better access to financial and market data, along with a new secure messaging system for communicating with clients.

What You Need to Know About … Instagram

Retirement plan advisers looking to expand their firm’s visibility and connect with clients may find the photo-sharing application (app) Instagram useful. 

Designation Aims to Reassure Consumers

The American College of Financial Services created the Financial Services Certified Professional (FSCP) designation, which seeks to help advisers understand client concerns.

FSI Adds Online Advocacy Tools

At its first-ever Financial Advisor Summit, the institute unveiled a new website, social network and additional tools to help members grow their businesses.

Hesitant to Go Mobile with Investing

A recent study found that while a large percentage of retirement plan participants now own smartphones and tablets, there is still a hesitance to use such technology for investment-related purposes.

What You Need to Know About … Postagrams

Although social media and applications (apps) may still have some compliance hiccups in the adviser world, they can be useful marketing tools to grow your business.