<a href="http://hearsaysocial.com/" target="_blank">Hearsay Social</a>, a social-networking platform for financial advisers, has announced a new program intended to help advisers improve their websites and better connect with new and existing clients.
Study finds affluent prefer face-to-face meetings, don't trust online advice platforms.
Monitor the markets, set price price points for stocks and keep track of your accounts with the watch, set to be released April 24.
With Apple set to release its much-ballyhooed Apple Watch on April 24, financial services companies are scrambling to be part of the big event.
Service provide plans to expand investment opportunities for its network of advisory firms
Cybersecurity is the hottest topic in compliance, according to a survey of compliance professionals. Other areas of interest include social media, valuation and allocation of fees and expenses
Lifetime channel's “The Balancing Act” hosts discussion on managing money
Divorce and widowhood require sensitive communication and help in gaining confidence.
Team worked together at United Bank & Trust for seven years.
Hopes to move conversations more to lifestyle and goals rather than portfolios and dollars.
