Nine years ago, adviser Rich Chambers got frustrated.
Facebook. LinkedIn. Twitter. Financial advisers need to embrace social media to land new clients and boost revenues, right? It ain't necessarily so, a new survey finds. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&Date=20111220&Category=FREE&ArtNo=122009999&Ref=PH>The 10 biggest stories of '11 &raquo;</a>
For the 13th year in a row research firm kasina LLC has come out with a study and list of the Top 10 intermediary web sites for financial advisers.
Finra has warned investment advisers to examine the effectiveness of their social-media compliance programs based on findings from recent SEC adviser examinations.
The Financial Industry Regulatory Authority Inc. has backed away from a proposal that would have required broker-dealers to file social-media postings with the regulator.
Technology is not just another expense item detracting from take-home pay and profit distributions. For top-performing Registered Investment Advisors (RIAs), it's viewed as a long-term investment that generates growth and higher profitability.
Welcome to the New Year. The annual surge in gift giving and receiving — and returning — is behind us, which means that many of the children and grandchildren of your clients are sitting with more money than they had a month ago.
Deal with Actifi should help custodial unit speed up adviser work processes and improve efficiency
LPL Financial LLC will soon take the wraps off a major technology initiative intended to appease its 12,799 reps and advisers.
From apps to amplitude, embracing old and new media can pay off for advisers
Raymond James Financial Inc. has become the latest financial services firm to help minimize the compliance barrier to wider use of social media
Schwab Advisor Services last week showed off the first of its completed integrations with Salesforce.com and announced a new partnership
I was thrilled to see another iteration of some of our recent technology survey data included in our INTech newsletter the other day.
No matter how you slice the data, Commonwealth Financial Network LLP comes out as one of the top independent broker-dealers in the nation — and a big part of that success has been its technology.
