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Hearsay Social lets advisers pay to spread Facebook posts
Advisers on social-networking platform Hearsay can now use new a feature that allows them to distribute promo posts on Facebook. But they have to pay.
3 questions advisers should ask themselves before buying new technology
You hear it everywhere. Technology is evolving rapidly and to stay ahead you must jump in or your business will stumble. It's true that technology available for advisers today can make an incredible difference in their businesses — from creating a paperless office using straight-through processing
Finect falters as Openshaw assumes leadership of Financial Women's Association
Struggling adviser social network will focus its efforts on growth in Europe.
LinkedIn launches sales tool but will advisers want to pay for it?
Social-media giant LinkedIn has launched a data-driven sales tool for use by financial services professionals, but whether advisers will want to pay for the service remains an open question.Called Sales Navigator, the social-selling tool uses LinkedIn's enormous database of professional contacts to
Getting the most out of social media
Social media has become an integral part of our lives, helping us connect with friends and colleagues as well as serving as a tool to grow our businesses. It seems as though most people have mastered the “broadcast” portion of social media — posting tweets and status updates about themselves or ...
Wanted: Advisers to take tech survey
Here are a few technology questions for tablet users out there: Do Android-based tablets have any chance this year of overtaking the Apple iPad in popularity among advisers? And what about Microsoft's Surface Pro 3? Is it really “a true laptop killer,” as VentureBeat claims?There's only one way to
Does increased technology usage boost advisers' bottom lines?
This is an excerpt from the 2013 InvestmentNews Technology Study.We have identified a group of advisory firms that use — and rely on — technology more than other firms, and after analyzing their financial performance to measure the impact on their business, have concluded that these firms have
How advisers will communicate with clients in five years
Video conferencing, text messaging and more robust online services will define the way advisers interact with clients in the future.
The top apps being embraced by NextGen advisers
What an Elite Group of Younger Advisors Has to Say from Advisor Perspectives. I recently served as a facilitator for the annual NexGen conference, this year held on the campus of Augustana University in Moline, IL., where I was able to gain insight into the very different way that the financial
Now is the time for advisers to embrace social media
In a recent survey, more 50% of advisers said they are deterred from social media either by regulators or their own firms.
Morgan Stanley lets advisers write what they tweet
The wirehouse is one of the first to break away from exclusively canned content on Twitter.
The value of Twitter
Breakfast with Benjamin The (awesome) value of Twitter. Plus: J.D. Power's annual survey of advisers' job satisfaction, mid-year stock review, yes, ETF cost matters, bringing back volatility, and a car maker returns.
Hashtags #useful in social media
Hashtags are a great way to rev up your media game and take advantage of the tremendous opportunities for marketing/branding, prospecting and client engagement. A hashtag is a word or phrase (no spaces) preceded by the number sign (#). By utilizing a hashtag, you can link or group your social media
To master technology, hire the next gen and listen to them
ICYMI, the younger generation has the tech talents you need to make your firm last
How to measure your social media presence and boost results
Social media expert and 40 Under 40 honoree Kristen Luke on how to measure the value of your social media presence. Hint: Don't get too hung up on raw numbers.