Tag: Social media

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

Great-West Financial has launched a new mobile web application providing retirement plan participants’ account information.

Social media should complement rather than replace an adviser’s marketing plan, and advisers should move cautiously since missteps can cost, research found.

Panelists at the PLANADVISER National Conference discussed the costs and potential benefits of technology.

A new application for banks, Tandem, allows users to securely establish and manage their social/financial relationships.

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

Financial service providers are reaching out to advisers more than ever before, according to a report by Cogent Research.

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...

LIMRA is offering a new training program by social media expert Erik Qualman, author of Socialnomics.  

Investment management firm Vanguard now offers retirement plan participants the ability to manage their plan assets through mobile apps.

Referrals and networking were touted as top acquisition strategies in 2012 by advisers, who expect to rely on the same approaches in 2013.

A more compelling user experience, rising use of smart devices, and access to information and market news are driving demand for financial services apps.

Ann Schleck & Co. and ShoeFitts Marketing have teamed up to offer Voilá, a marketing and branding program for retirement plan advisers.

A successful client/adviser relationship is 50% about investments and 50% about trust, according to Stacey Haefele, CEO of HNW, a marketing and technology firm.

More retirement plan sponsors use social media for communications than one might think.

Socialite, a social media platform from Actiance that allows people in regulated industries to share content and delegate access, has several new features.

It is increasingly being used as a business tool, but users can run into compliance issues on social media when they tweet or post an update.

Companies can announce key information in compliance with Regulation Fair Disclosure on Facebook, Twitter and other social media, the Securities and Exchange Commission (SEC) said.

Even with recent guidance from regulators about the correct use of social media, advisers still have plenty of questions about compliance.