social networking

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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.

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  New Frontier for the Yield-Hungry: Student Loans

  By John Sullivan  |  February 5, 2013

  Skyrocketing college tuition costs and nose-diving yields—combine the two and you may have something.

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  How Do the New Wealthy Communicate? Digitally, Futurewealth Report Says

  By Michael S. Fischer  |  January 21, 2013

  The up-and-coming wealthy are adopting new technologies, and they expect their advisors to follow suit, according to a study by SEI, Scorpio Partnership and Standard Chartered Private Bank.

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  Top 10 Tech Trends for Advisors and Their Partners: The Roundup

  By Spenser Segal, ActiFi  |  October 16, 2012

  The 10 top short- and long-term tech trends that will affect you and your partners. Forewarned is forearmed.

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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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  Top 10 Technology Trends for Advisors and Their Partners: Pt. 9, Social Media

  By Spenser Segal, ActiFi  |  July 25, 2012

  Advisors can, and are, using social media for serious business purposes. Here’s how to take advantage of the benefits of social media, and how to avoid its dangers.

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  Social Media Is Hottest Compliance Topic for RIAs: Survey

  By Melanie Waddell, AdvisorOne  |  July 17, 2012

  Social media use among RIAs has shot up over the past year, with 80% of RIAs stating they have adopted formal written policies on social networking, according to the Investment Management Compliance Testing Survey.

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  Puzzling Over Dodd-Frank, Profiting From Social Networks: July Research—Slideshow

  By Editorial Staff  |  June 28, 2012

  In Research magazine's July cover story, Manhattan Institute scholar Nicole Gelinas ennumerates ongoing uncertainties about the landmark legislation's scope and significance. Also in the issue, Ellen Uzelac looks at social media's potential.

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  Senators Introduce Ex-Patriot Act to Tax Those Who Move Abroad

  By Melanie Waddell, AdvisorOne  |  May 17, 2012

  Two senators push Act, which was prompted by Facebook investor's renunciation of U.S. citizenship, possibly to dodge $67 million in taxes before IPO.

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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