Social Media

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    The latest data on technology at independent broker-dealers

    A snapshot of tech spending and usage at IBDs

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    Are you managing your online presence?

    A simple web search will reveal a lot about you, so take care to keep a positive profile.

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    'Don't fight the Fed' was never more true

    Tuesday's Breakfast with Benjamin menu includes: It's true: Don't fight the Fed. Also: Alibaba mania is here and so is Apple's big day; Wells Fargo faces possible Finra action and about that Home Depot data breach.

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    How to mobilize your practice

    Mobile readiness may sound like something other companies have to deal with. However, the days of being mobile-friendly as an option are over.What exactly is mobile readiness? For our purposes here, it's the ability for visitors to your website to enjoy the same experience and content regardless of

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    How to track your social media

    Financial services companies have come to understand that if they want to stay competitive in a digital age, social media must be a strategic part of their overall marketing plan.

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    11 slides prove the demand for financial advice isn't going away

    The top-level results from an InvestmentNews Research study show that despite changes in client service needs, demand for advisers should remain strong.

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    Don't embarrass Grandma – or your clients

    Maintain strict security policies on company cloud files – and no naked selfies, please

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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

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    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

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    CloudStock web startup brings young investors and advisers together

    New social platform uses gamification to teach Millennials about the stock market.

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    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.

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    Delaware becomes first state to enact digital assets law

    New law will grant fiduciaries access to the digital assets of deceased or incapacitated individuals.

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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.

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    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

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    Finect falters as Openshaw assumes leadership of Financial Women's Association

    Struggling adviser social network will focus its efforts on growth in Europe.