Tag: Social media

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.

Advisers are seeing limited or diminished returns from their use of social media, but most have unrealistic expectations or fail to use it correctly. 

MassMutual Retirement Services launched RetireSmart TV, a series of online videos covering a range of financial topics, featuring Farnoosh Torabi.

FiPath has launched FiPath for Advisors, an online marketing solution to help advisers generate leads.  

Raymond James has formed a partnership with Actiance to provide its financial advisers access to social media tools including LinkedIn, Facebook, and Twitter. 

A new Web site is offering financial advisers social media support, intended to increase their client base.   

A kasina study reaffirms that financial advisers align superior digital capabilities with the likelihood that they will use products offered by asset managers and insurers. 

linkedFA, a social networking site for financial professionals, has hired Eric Levine as its Executive Vice President of National Sales. 

Putnam Investments has launched a Web site dedicated to helping advisers better serve their clients.  

RidgeWorth Investments launched a Web site dedicated to helping financial advisers learn how to use online tools to grow their business.

Is social media the next step in marketing? Or is it a means to connect with participants? These and other questions were discussed at the PLANADVISER National Conference...

linkedFA, a social networking site for financial professionals, has aligned with Businesswire, a news distributor, to give linkedFA members direct access to news releases from Fortune 1,000 companies...

Last week, FINRA not only provided much-needed clarification on acceptable social media usage for financial advisers, but it also recognized social and mobile technology as a boon, not...

Prudential Retirement has launched Experience Prudential Retirement, a program for financial advisers and plan consultants to create customized marketing Web sites for prospects and clients.

Advisor Group, an independent network for broker/dealers, will be offering its advisers access to SunGard’s Protegent Social Media Surveillance tool.  

linkedFA, the first social networking Web site that enables financial professionals to leverage social media compliantly, announced the beta release of a mobile version of www.linkedFA.com.