online presence

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  5 Reasons Advisors Are Wasting Their Time on Social Media

  By Todd Greider  |  March 7, 2013

  Across the country, advisors are wasting their time on social media, but not for the reasons you may think.

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  Advisors Targeting ‘Orphan’ 401(k)s Can Reap Big Rollover Rewards

  By Joyce Hanson, AdvisorOne  |  January 14, 2013

  AlixPartners' research shows mass affluent investors move $750 billion annually, while also holding significant assets in neglected 401(k) plans.

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  Parents, Pets and Online Presence: New Concerns for Modern Estate Planners

  By Danielle Andrus, AdvisorOne  |  April 30, 2012

  Estate planning requires attention to more than just children’s inheritances these days, according to a report released Monday by the BMO Retirement Institute, an organization based in Canada.

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  For Advisors, Social Media Is ‘Social Capital’: ASPPA 401(k) Summit

  By Danielle Andrus, AdvisorOne  |  March 20, 2012

  LinkedIn specifically, and social media overall, is a way to attract and retain clients at a low cost, said the panel that included Dr. Bruce Johnston, president and CEO of Advisolocity.

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  MyFinancialAdvice Founders Launch Social Media Site for Advisors

  By Melanie Waddell, AdvisorOne  |  October 17, 2011

  The founders of MyFinancialAdvice.com, a site designed to enable financial planners to offer advice online to middle-income Americans, launched OnlineAdvisorCentral.com, which is designed to promote use of social media by advisors.

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  Financial Services Firms Use Social Media to Build Targeted Online Presence

  By Danielle Andrus, AdvisorOne  |  September 7, 2011

  A report from Corporate Insight released Wednesday found that not only are financial services firms using Facebook and Twitter, but they are maintaining multiple profiles on those networks.

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  Mastering Social Media

  By Ellen Uzelac  |  July 26, 2011

  In a sign of the times, 600 advisors at an Investment Management Consultants Association conference recently crammed into a training session called “Get Linked In, Not Left Out: Compliance Friendly Ways to Harness Social Media’s Power in Your Practice.” That’s no typo: 600.