social media

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  FINRA Targeting Firms’ Social Media Use

  By Melanie Waddell, AdvisorOne  |  June 18, 2013

  FINRA is conducting spot checks of firms’ social media communications on Facebook, Twitter, LinkedIn and blogs.

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  Caution: Clients Who Volunteer Unknowingly Put Assets at Risk

  By Jim Hageman, ACE Private Risk Services  |  June 18, 2013

  Umbrella and charitable directors and officers’ insurance can provide affordable protection for boomers who want to give back to the community, but also want to protect themselves and their assets.

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  4 Things Financial Advisors Shouldn’t Be Doing on LinkedIn

  By Amy McIlwain, President of Financial Social Media  |  June 13, 2013

  In this blog I am going to go over four common LinkedIn mistakes that can seriously injure your chances of landing the leads you want.

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  SEC, FINRA Warn of Email ‘Pump-and-Dump’ Stock Schemes

  By Melanie Waddell, AdvisorOne  |  June 12, 2013

  Latest McAfee Threats Report confirms “a steep rise” in spam email linked to “pump-and-dump” stock schemes designed to trick unsuspecting investors.

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  Curian Survey: Advisors Surprise on Interest Rates, Social Media

  By John Sullivan, AdvisorOne  |  June 5, 2013

  A survey of 2,000 advisors found that advisors are optimistic about the economy compared with previous years.

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  First Allied Hires Former LPL Marketing Exec

  By Janet Levaux, AdvisorOne  |  June 4, 2013

  This is the second ex-LPL Financial manager that the independent broker-dealer has tapped in the past few months.

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  Business Is Good, Despite Mixed Feelings on Economy: SEI

  By Danielle Andrus, AdvisorOne  |  May 31, 2013

  Ninety-one percent of advisors polled at SEI’s National Strategic Advisor Conference in Dallas said they expected business to be better in 2013 than it was in 2012.

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  Video Games May Hold Key to Future of Financial Planning

  By John Sullivan, AdvisorOne  |  May 31, 2013

  The game's score will act like a credit score. The number of points the client is able to acquire will tell them how well-prepared they are.

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  Added-Value Programs Leave Advisors Wanting

  By Gil Weinreich, AdvisorOne  |  May 30, 2013

  Financial advisors do value financial firms’ value-added programs—they just want the firms to add more value. That is one conclusion of a new study examining advisor attitudes on the plethora of programs.

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  Bill Winterberg: The 2013 IA 25 Extended Profile

  By Joyce Hanson, AdvisorOne  |  May 30, 2013

  Bill Winterberg, a certified financial planner with a bullish view on the future of technology in the advisor space, describes himself as squarely positioned in the Gen X/Gen Y demographic.