social media tools

• 

  Advisor Marketing and Social Media: No Job for Amateurs

  By Angie Herbers  |  November 8, 2012

  Want to build and protect your brand? Get professional help. Here’s one firm you should check out if you’re serious about using tech tools to market yourself.

• 

  Use and Misuse of Social Media

  By Les Abromovitz  |  January 1, 2012

  Social media is an inexpensive and effective way to communicate with established and prospective clients.  Nevertheless, when RIAs utilize social media to promote their advisory practices, they risk compliance problems for their firms.

• 

  Putnam Introduces Funds, Tool to Help Retirees Manage Income

  By Marlene Y. Satter, AdvisorOne  |  October 24, 2011

  Putnam Investments on Monday officially launched its Retirement Income Lifestyle Funds, a suite of three income-oriented mutual funds, along with a retirement income analysis tool that can be used with the funds to make sense of the complexities presented by the savings withdrawal phase of retirement.

• 

  Take Charge: The 2011 Broker-Dealers of the Year

  By John Sullivan, AdvisorOne  |  August 24, 2011

  Announcing the 21st annual Investment Advisor Broker-Dealers of the Year, with insights from the leaders of 2011's winning BDs.