social media

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  Valerie Brown: The 2013 IA 25 Extended Profile

  By Danielle Andrus, AdvisorOne  |  May 24, 2013

  The CEO and president of Cetera Financial Group said she grew up with a love for numbers and math. Her background in chemical engineering, which she called a “perfect fit” for the financial services industry, didn’t hurt, either.

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  Personal Brands, Horse Rescue and Tommy Lee Jones: Ameriprise Advisors Sell Online

  By Joyce Hanson, AdvisorOne  |  May 23, 2013

  As the world of big-data technology changes at a lightning pace, it may take a giant company with deep pockets and a sizeable R&D budget to figure out whether online financial sales work.

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  Plan Sponsors Embrace Social Media

  By John Sullivan, AdvisorOne  |  May 14, 2013

  What’s with this Facebook thing? It’s a question answered by more plan sponsors.

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  New Index Measures Individuals’ Commitment to Philanthropy

  By Michael S. Fischer  |  May 14, 2013

  New research shows that affluent individuals’ commitment to philanthropy is progressing in tandem in Asia and Europe and moving more slowly in the Middle East.

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  Multifamily Offices Saw Asset, Revenue Growth, New Study Finds

  By Michael S. Fischer  |  May 13, 2013

  Multifamily offices enjoyed a 9.6% increase in assets under advisement and 11.3% revenue growth in 2011, according to The Family Wealth Alliance.

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  Nouriel Roubini: The 2013 IA 25 Extended Profile

  By John Sullivan, AdvisorOne  |  May 7, 2013

  “2morrow I speak at Long-term Global Trends & Their Implications for the IMF,” Nouriel Roubini recently tweeted, which is typical, since he’s everywhere and seemingly always reacts to the latest financial crisis in real time.

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  TDAI’s Healy: Engage in Demographic Stereotypes at Your Peril

  By John Sullivan, AdvisorOne  |  May 6, 2013

  Gen X and Y will grow their wealth from $2 trillion to $28 trillion in the next eight years, Healy argued.

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  Sallie Krawcheck Decries Industry ‘Becoming Republican Party’

  By John Sullivan, AdvisorOne  |  May 4, 2013

  “It is my intention to be controversial and make us uncomfortable here today,” Sallie Krawcheck said. She didn’t disappoint.

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  Video, Social Media Popular Educational Tools: Corporate Insight

  By Danielle Andrus, AdvisorOne  |  May 3, 2013

  As longer life spans and a difficult economy make financial planning that much harder, education is that much more important, according to a white paper by Corporate Insight.

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  LinkedIn Courts Advisors as Social Media Use Grows

  By Joyce Hanson, AdvisorOne  |  May 2, 2013

  LinkedIn super user Cathy Curtis of Curtis Financial Planning says she uses social media to market her personal brand.