social media platforms

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  Firms’ Tech Education Must Go Beyond Social Media: Corporate Insight

  By Danielle Andrus, AdvisorOne  |  October 18, 2012

  In its most recent Mutual Fund Monitor report, released in September, Corporate Insight highlighted trends in how mutual fund advisors use social media.

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  Stock Picking Goes Social as Stockr, aSpark Debut

  By Joyce Hanson, AdvisorOne  |  September 13, 2012

  Compliance issues be damned: tech entrepreneurs are moving full speed ahead into the finance space with social networking and mobile apps.

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  In The Future, New Clients Will Seek—and Find—Best Firms: Part 2

  By Michael E. Kitces  |  May 3, 2012

  Advisory firms that want to succeed must take action on the following four steps.

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  Top 10 Mobile Apps for Financial Advisors

  By Joyce Hanson, AdvisorOne  |  April 16, 2012

  Mobile apps can help advisors increase revenue and improve client support, says Financial Social Media President Amy McIlwain, who lists her top 10 favorite apps.

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  How Advisors Are Using Social Media (With No Compliance Headaches!)

  By Michael E. Kitces  |  February 27, 2012

  Advisors are increasingly under pressure to begin using social media in their own practices, but the research shows that the main benefit is how it improves communication and interaction with current clients.

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  Life Insurers Growing More Accustomed to Social Media

  By Marlene Y. Satter, AdvisorOne  |  February 2, 2012

  With the use of social media on the rise among the general population, life insurers are jumping on the bandwagon, lest they be left out as consumers seek to communicate via social media instead of in more traditional ways.

• Consumers More Likely Than Ever to Buy Life Insurance Direct

  By Danielle Andrus, AdvisorOne  |  July 28, 2011

  Insurance agents are still the preferred way to buy life insurance for many Americans, but they are increasingly turning to direct methods of purchase such as online, phone or mail orders, a survey released Wednesday found.