Social Media

Snapchat's got millions of millennials, that coveted population segment that everyone in the financial industry seems to be falling over to claim.Bloomberg
Snapchat Robo Advisor? No, We’re Not Joking.
Just when you thought all you had to worry about was Betterment.
Cybersecurity is a “huge, huge, huge issue” for advisory industry, says John Burns of Exencial Wealth Advisors. Read More »
Ambition and training helped one veteran advisor learn to adopt financial planning tools, account aggregation software, video conferencing apps and tablets in his effort to create "a new client experience." Read More »
A panel of financial advisors swapped success stories on making the most of their digital rolodexes. Read More »
It's not about social media, it's about being visible when the prospective client has a goal or a need you can help with, says author David Meerman Scott. Read More »
Digital-first firms gravitate toward a blogging website that has aired several heated industry debates, a markedly different approach from the cautious way traditional firms present themselves online. Read More »
A new Fifth Third social media campaign offers recent college graduates free one-on-one career counseling. The initiative is part of a trend of banks allocating marketing dollars to unusual perks and charitable giving to differentiate their brands. Read More »
Wells Fargo Advisors hopes to have 5,000 out of its 15,000-plus advisors using social media tools next year. Read More »
Federal and state examiners still see compliance failures when advisors take to social media to promote their practice. Read More »
Openfolio has quickly grown into a community of more than 25,000 investors, all drawn to the idea of seeing what various members are investing in and comparing portfolios to measure how they are doing. Read More »
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