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Uber versus yellow cabs: A fight advisers should watch
This loud battle provides some important lessons for financial advisers who want to avoid going the way of the cab driver.
Revamp and refresh your online presence
As summer comes to an end, take some time to revisit web strategies and see if they need an upgrade.
Advisers should embrace the digital age and its impact on financial advice
HitchBOT, the digital hitchhiking robot, met a sad end last week. While he was more experiment than trend, he serves as a representation of people's hesitance to trust robots to have our best interests in mind. This ambivalence toward robots extends to the wealth management community, where
Twitter gets advisers in-the-know in real time
Analysts used to have the biggest voice on a stock market movements, but now it's influencers with a large social-media following who carry weight.
Avoid the summer slowdown by using social media
Make these your biggest months by staying connected with clients and actively look for opportunities to engage with new prospects.
Adviser: Clients won't know you exist without a strong digital presence
Firms need a committed online strategy and must ensure the message matches the media.
Advisers: Quit talking to and about each other on social media
Use it to offer information and build relationships with consumers who might become clients.
More than ever, advisers make a splash with social media
Advisers are spreading their wings and tweeting, liking and sharing a lot more these days. Two separate surveys, one by Smarsh Inc., a compliance company, and another by Cogent Reports' Advisor Media Consumption, which collects data on financial advisers, both found that advisers are breaking down
Making the most of Facebook for your advisory practice
Establishing your presence on the site is the first step in making the platform work for you.
A 3-phase approach to making social media work for you
Diving into social media without the right strategy could do you more harm than good.
Investor trust. We can rebuild it.
Social media will be essential, and instead of going full automation, pair investing technology with a professional.
Using LinkedIn to generate leads
Create a system for using the social media site to gain introductions to your target prospects
20 financial advisers to follow on Twitter
From deep analysis to humor, these advisers bring a personal touch to financial planning.
Top apps to boost your social media efforts
These mobile tools can help busy advisers who are on the go stay current with their clients
Are you making a mountain out of joining social media?
If there is one thing we encounter over and over at FMG Suite, it's a financial advisers' too-strong-for-reason resistance to trying out social media. Despite the following data from an Accenture study last year, about half of financial advisers are still not actively embracing social media. The