Tag: Social media

Companies should address retirement plan communication preferences of the “digital” generations.

Only 57% of financial advisers proved their worth to clients in navigating recent market conditions, according to a survey by Fidelity Investments.

A growing number of financial advisers are embracing social media to acquire and service clients, but perceive the return on investment as mediocre, a survey found.

Ascensus, a retirement plan solutions provider, is expanding its online presence with Todd's Blogand a new company page on LinkedIn.

Advisers can use social media to build more personal relationships with clients, speakers said during the Securities Industry and Financial Markets Association (SIFMA) social media seminar.

A library of videos, articles and infographics was launched by Putnam Investments aimed at helping advisers to use social media and technology in practice management.

More than just cold calling, marketing and prospecting requires defining your brand and your value proposition, said Jason Chepenik, managing partner of Chepenik Financial.

Social media offers an opportunity to build your brand. But send a seemingly innocent tweet – or “like” the wrong Facebook page – and you could step into...

Global Relay updated its Twitter archiving software to help advisers meet Securities and Exchange Commission (SEC) as well as Financial Industry Regulatory Agency (FINRA) regulations.

A program designed to help retirement plan advisers demonstrate their value and build stronger client relationships was launched by John Hancock Funds.  

The Financial Planning Association (FPA) announced it would offer FiPath for Advisors tools to its members through a strategic collaboration with FiPath.

 Beware of the money trolls, creatures that portray setbacks to saving for retirement in a new Facebook game. 

The Financial Services Institute (FSI) launched a mobile application Monday to help financial advisers advocate on industry issues using smartphones and tablets.

The constant evolution of social media spurs many questions about how to effectively use it for your business.  

The Principal Financial Group chose Actiance’s platform, called Socialite, to help meet regulatory requirements that allow the firm’s financial professionals to use social media for business purposes.

Erado announced a multi-year agreement to provide social media compliance services to M Holdings Securities Inc. (M Securities), the broker/dealer of M Financial Group.

BrightScope formed a strategic partnership with Arkovi.

FiPath for Advisors, an online marketing solution for financial advisers, is partnering with Arkovi, a financial services social media solution for archiving, compliance and market intelligence.