Social media

Planning and Advice

Creating your online presence

Before you spend hours enhancing your LinkedIn profile, keep in mind that Social Media is one piece of the puzzle.

By Kelly Maxwell |April 2, 2013

4 min read

Planning and Advice

8 steps to top search results

The internet is often the first place clients go to look for you.

By Jay Palter |April 1, 2013

2 min read

Industry

Social media increases AUM

Almost half of U.S. advisors (48%) interact daily with clients through social media, finds an Accenture survey.

By Staff |March 28, 2013

2 min read

Industry

BlackBerry to issue latest earnings results

Newly rebranded BlackBerry will report its highly-anticipated earnings results Thursday. These financial results, says the Globe and Mail, will include up-to-date sales figures from its January 31, 2013, Z10 touchscreen launch through until March 2. Read more. Meanwhile, U.S. sales of the BlackBerry Z10 have been lackluster so far. There weren’t even lineups reported on […]

March 25, 2013

2 min read

Social media compliance shouldn’t scare advisors

The biggest hurdle that keeps financial advisors engaging social media tools more effectively is said to be the onerous issue of compliance. However, a feature in Financial-Planning.com shows a more meaningful social media engagement is still possible for advisors. In eight myth-busting slides, it explains how it can be done. Also read: Should employees have […]

By Staff |March 4, 2013

1 min read