linkedFA, a social networking site designed for financial professionals, has acquired AdvisorConnect, a private, online community for independent advisers.
Tag: Social media
linkedFA, a social networking site specifically for financial professionals, announced today that Richard Joyce will become Chairman of the Board.
linkedFA, a social networking/media site that enables financial advisers to be active on the Internet and stick to compliance guidelines, has made upgrades to its Web site.
J.P. Morgan unveiled a new iPad application that gives clients access to the investment bank’s research.
Advisers are facing several new challenges in the “post-recession” climate, and many feel that they have to tackle these challenges on their own, according to a survey conducted by HNW.
In a conference call with the media, Phyllis C. Borzi, Assistant Secretary of Labor at the Department of Labor, described the current fiduciary guidelines as being “arcane.”
A new survey of employees and managers finds workers want supervisors who guide them with clear goals and provide them with the motivation and tools to get there.
Charles Schwab has created a Twitter account specifically designed for independent registered investment advisers (RIAs).
You are your “brand”; it includes everything your client experiences while working with you.
When most people think of YouTube, they envision comedic homemade videos, sports clips, or excerpts from television shows, but the popular Web site, www.youtube.com, also can be a business tool that 401(k) advisers can use for prospecting, researching, and even networking purposes.
Corporate Insight recently found that 45% of the asset management firms it tracks are employing social media in some way.
Whether it’s fear of “teenyboppers” or compliance issues, plan advisers have many questions related to social media and networking sites.
Diversified Investment Advisors, Inc., has launched “Your Money Matters” on Facebook to share and explore retirement and personal finance issues and trends with consumers.
Although there are financial advisers who have adopted LinkedIn and other sites as part of their business, the vast majority remain on the fence.
A new enhancement from Adhesion Wealth Advisor Solutions makes RIA portfolios and performance reports available to clients on their iPads.
Negotiating clients, regulation, and technology
A user-friendly Web site can help current or prospective clients quickly find useful information, such as contact information or a list of services, as well as answers to frequently asked questions.
Financial advisers spend over 23 hours per week online at industry, social, and asset manager sites, according to a recent study by kasina.
A new study from BNY Mellon's Pershing Advisor Solutions finds nearly half of RIAs work for a firm that has a written policy governing the use of social media tools, and among those firms 81% prohibit or limit the use of social media.
If you’re an advisor new to the social media scene, take some time to jump start your networking presence!