social media presence

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  Advisors and Technology: A Love-Hate Relationship

  By Janet Levaux, AdvisorOne  |  March 15, 2013

  Experts at TechLeaders 2013 share reasons why this trend may—or may not—be changing.

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  What Works in Client Communications? Getting Personal

  By Allen Williamson  |  December 12, 2012

  Spurred by the financial crisis and recession, advisors now favor more high-touch communications with clients, including in-person meetings and telephone calls.

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  FSI’s New App Turns Advisors Into Army of Potential Advocates

  By Melanie Waddell, AdvisorOne  |  June 11, 2012

  The app gives advisors “the mobility they need to speak with one voice and influence the regulatory and legislative processes on the go,” FSI said.

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  Tuttle to Retire, Kitces to Join Journal of Financial Planning: FPA Town Hall Meeting

  By John Sullivan, AdvisorOne  |  May 7, 2012

  A town hall-style meeting produced two interesting announcements, namely, Marv Tuttle will retire in mid-2014 and Michael Kitces will join Journal of Financial Planning.

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  Social Media and Advisors: Easier Said Than Done

  By Marc Zeitoun, CFA, Rydex|SGI  |  March 14, 2012

  The latest AdvisorBenchmarking report indicates that while a sizeable number of advisors surveyed say they currently use social media, most do not—mainly because of uncertainty around navigating compliance issues

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  New Hire Roundup: Oliner, Kleinke Join AEI; Bozek Advances at Prudential

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

  This week in new hires, Stephen Oliner and JD Kleinke went to AEI; Joan Bozek was promoted at Prudential Retirement; Steven McKay and Joseph Kaplan went to Putnam Investments.

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  Advisors Rediscover the Value of Talking Directly to Clients

  By Marc Zeitoun, CFA, Rydex|SGI  |  December 8, 2011

  The latest AdvisorBenchmarking survey shows big increases in advisor use of face-to-face meetings and telephone calls with clients, while they remain skittish on social media.

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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.