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10 social media do's and don'ts for advisers
1. Do: Invest in Social MediaExisting on social media is no longer an optional exercise; it's a requirement to legitimatize your firm in the digital world. As financial services social media guru Michael Kitces says, “I am not giving anyone my life savings before I type their name into Google to
Google ups the ante on mobile office app providers
Google bolsters iOS productivity suite with Slides, updates to Docs and Sheets from Apple Insider. Google on Monday released presentation app Slides alongside updates to existing iOS apps Docs and Sheets, offering a free Web-connected alternative to similar productivity suites from Microsoft and
CloudStock web startup brings young investors and advisers together
New social platform uses gamification to teach Millennials about the stock market.
Will LPL's back-office technology set a new bar for adviser productivity?
Plus the latest on LPL's new collaboration with Redtail Technology, Laser App software sees continued growth and more.
Delaware becomes first state to enact digital assets law
New law will grant fiduciaries access to the digital assets of deceased or incapacitated individuals.
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.