by
Karen DeMasters
Advisors adept at using technology are expanding their businesses fasters than others, Fidelity says.
by
Evan Simonoff
Marketing today means great content in real time, David Meerman Scott told attendees at FPA's annual conference.
by
Ted Knutson
The man named the most influential financial advisor on social media for the second year in a row says he is tweeting less and enjoying the fruits of his labor more.
by
Bloomberg News
Facebook Inc. is working on options besides the "like" button for users to weigh in on their friends’ postings, Chief Executive Officer Mark Zuckerberg said in a public Q&A.
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Karen DeMasters
Social media gives advisors a quick way to calm clients' nerves when market volatility strikes, say those in the social media industry.
by
Cliff Campeau
Over the course of the last few years, many advisors have changed their views on robo-advisor services and the technology platforms upon which they are based.
by
Karen DeMasters
Fidelity is launching two new programs to help advisors improve their website and social media presence.
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Reuters
Many advisors prioritize marketing over compliance on their websites, leaving them open to lawsuits from disgruntled clients and regulatory actions.
by
Christopher Robbins
Tom Presley says he started his blog, 2MuchCents, to make financial and life planning issues simple to understand for working people.
by
Christopher Robbins
Advisors need to use a personal touch with high-net-worth millennial clients—many of whom are inclined to distrust the financial industry, says Federal Street Advisors.
by
Karen DeMasters
Bright Lights Media of Singapore will air 'The Truth About Money with Ric Edelman.'
by
Jeff Schlegel
Some financial services companies and advisor firms employ Pinterest as part of their social media outreach.
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Reuters
Trying to show up at the top of prospective clients' Google searches can be time-consuming and expensive, but the effort can reap big rewards.
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Reuters
Financial Engines is close to a deal to add its online investment advice to Wells Fargo & Co's retirement platform, according to a Wells presentation obtained by Reuters.
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Bloomberg News
Facebook Inc. said it may allow businesses to contact users through WhatsApp, the first hint of how the social network might make money from the messaging service it bought last year.
by
Christopher Robbins
While Americans of all ages say technology is a life necessity, many still prefer to interact with people when dealing with their finances—even Millennials, who have grown up with digital...
by
Ted Knutson
Google and Apple may be staying away, but Bank of America’s Merrill Lynch is poised to make a new marketing push to lure the savings of the 70 million strong group of millennials.
by
Eric Rasmussen
In a graying industry, younger advisors are entering the field in surprising ways, and with surprising attitudes about the future of the business.
by
Bloomberg News
Facebook is giving users the ability to send money to friends through its Messenger application, building off the expertise of a former PayPal executive that the social network hired last year.
