Social Media Articles

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SEC Issues Guidance For Advisors On Using Testimonials From Social Media

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Bowing to the increase in the number of investors using social media and the Internet to research investment advisors, the SEC opened the door for advisors to place commentary from social media and...

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Where High Credit Scores Are Sexy

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CreditScoreDating.com, a matchmaking service for people who want to date those with strong credit scores, sports 20,000 members.

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No Stylist Required

by Michelle Knight

Advisors should not limit themselves to one of the latest investment approaches.

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Plan B

by Mary Rowland

New “B corporations” try to restructure companies in order to make them more socially conscious.

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Understanding Generation Me

by Eric Rasmussen

Understanding Generations X and Y goes way beyond Facebook.

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Your Employees’ Personal Social Accounts Matter, Even On Yelp

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A top expert says any social media posts that can be seen as representing your firm must comply with certain rules.

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Vestorly Partners With Kiplinger On Client Content Creation

by FA Staff

The partnership will give advisors access to Kiplinger’s content on Vestorly's digital marketing platform.

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Estate Planners Grapple With Digital Asset Challenges

by Michael Fischer

Planners often have to work through a matrix of confidential user IDs, passwords and various other encryption measures to get at information that deceased benefactors kept secret.

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Twitter Files For IPO With Implied $12.8 Billion Value

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Twitter Inc.’s initial public offering documents suggested a valuation of $12...

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Who Is ‘The Social Advisor’?

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Putnam Investment’s says ‘The Social Advisor' is a 44-year-old male who uses social media on a daily basis...

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