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If you've complained about your boss or job on Twitter, watch out for a warning from this new app called. Or, if you suspect an employee has said something bad on social media about working at your firm, ...
Wednesday, March 27, 2013
Personal finance guru Suze Orman is taken to task for not being as smart and sincere as she proclaims by a site I never heard of, NerdWallet, which seems to be providing consumers with intelligent information. ...
Thursday, March 07, 2013
3. Facebook News Feed Draws More Criticism
(Matching tags: marketing,Social Media)
After The New York Times reported that Facebook's news feed for users seemed to be favoring sponsored posts at the expense of content shared for free, Times reporter NIck Biltion says he received dozens ...
Wednesday, March 06, 2013
Two separate stories published this past weekend about different problems with Facebook indicate that the Inernet juggernaut is losing its appeal with teens and credibility with its users, and a third ...
Monday, March 04, 2013
5. Cogent Study Shows 70% Of Wealthy Investors Act On What They Read On Social Media Sites
(Matching tags: Advisor businesses,investor behavior,Social Media)
If you think social media is not impacting your business, consider this: 70% of investors have either changed their relationship with an investment provide or changed their allocations because of something ...
Monday, February 25, 2013
The focus of Silicon Valley these days is on online gambling. Developers are turning casual games like FarmVille into opportunities for adults to wager bets.   Most of the focus is overseas ...
Monday, February 18, 2013
LinkedIn just announced that it topped 200 million members worldwide—nothing like the 1-billion-plus members on Facebook, but nonetheless impressive. The company also announced a 66% jump in 4Q2012 ...
Friday, February 08, 2013
  Success with social media is just like success with anything else. You need to have a strategic plan.   Many advisors get tripped up not knowing what to share over social media. They ...
Thursday, February 07, 2013
9. Social Media Is Like Any Other Marketing Tool But With A Generational Twist
(Matching tags: Advisor businesses,marketing,Social Media)
Social media has been touted as a game changer for advisor businesses but many are beginning to question the value of time spent networking on social media sites.   It’s true that some advisors ...
Thursday, January 31, 2013
... and other social networks.   The paper noted that those with larger numbers of connections tended to have better self-esteem, mainly because they care about the opinions of their connections. ...
Monday, January 21, 2013
11. How RIAs Can Use A Quarterly Market Summary For Lead Generation On The Web
(Matching tags: website optimization,SEO,prospects,niche,marketing,niche management,Social Media)
For advisors using article marketing, social media, and Search Engine Optimization (SEO), a call to action is crucial. You need calls to action valued by your target market.   A call to action ...
Monday, January 07, 2013
12. The Most Important Financial Advisor Story Of 2012
(Matching tags: practice management,Financial Planning Apps,advisor industry people,Social Media)
The most important story of the year on Advisors4Advisors in 2012 was—drum roll, please…. “I've Seen The Future Of Professional Wealth Management Software And Its Name Is inStream Solutions.” ...
Saturday, December 29, 2012
There are now more than 200 milllion monthly active twitter users, Twitter says in a tweet. 
Tuesday, December 18, 2012
14. Twitter Has Started Rolling Out The Option To Download All Your Tweets
(Matching tags: Social Media,RIA compliance,compliance)
In a move that could put an end to the growing number Twitter archive apps, Twitter is reportedly beginning to roll out its own app for downloading a history of all your tweets in a compressed file.
Monday, December 17, 2012
15. Social Media Compliance Imbroglio At Netflix Illustrates Risk Securities Firms And Professionals Face From Unregulated Use Of Twitter, Facebook, And LinkedIn
(Matching tags: broker-dealers,client communications,compliance,FINRA,investment advisors,RIA compliance,Social Media)
... if associated persons misuse social media in connection with their jobs, and that registered representatives as well as IA reps need to know the current state of the law in this area.   ...
Thursday, December 13, 2012
16. Choosing Your Keywords Wisely: Tips For Wealth Managers
(Matching tags: SEO,marketing,Search Engines,Social Media)
What are your keywords? For a financial advisor these days, knowing your keywords is as important having an elevator speech. If you think your keywords are “retirement plan,” “401(k),” ...
Tuesday, December 11, 2012
... to become engaged in social media and to stay up on technological advances.  ...
Wednesday, November 28, 2012
Clients who are defined benefit pension plan participants told Spectrem Group through a survey that they are more likely to use social media in the future to access financial information.  ...
Tuesday, October 23, 2012
Social Media Content Stream For Advisors allows you automatically posts status updates (also called “tweets”) about wealth management to you social network pages on LinkedIn, Facebook, and ...
Thursday, October 11, 2012
Letters released on the SEC’s website after Facebook’s IPO indicate the firm’s management team was hesitant to disclose information and still unsure about its business model only weeks ...
Wednesday, October 10, 2012
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