A newly released white paper from ShoeFitts Marketing shows financial services firms how to develop a social media policy, including comprehensive steps and strategies. "Best Practices... Read More
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BY NAPA Net Staff | 9/16/2014
CUNA Mutual Retirement Solutions has hired Chris Graves as director of strategic accounts. Graves will lead all key account responsibilities with the company’s top DCIO fund family... Read More
BY Marcus Chandler | 6/16/2014
It will hardly come as news that our world has gone mobile. However, just how fast this sea change is occurring is astonishing, and the potential impact on your practice, brand and marketing strategy... Read More
BY Fred Barstein | 5/16/2014
Always interesting and often controversial, BrightScope released its list of the 100 most “social” advisors — those that rank the highest in their use of social media. RIABiz writer Lisa Shidler... Read More
BY Fred Barstein | 4/25/2014
Social media remains a mostly untapped opportunity for highly regulated financial advisors and their supervising organizations. LinkedIn has become the dominant professional business networking site... Read More
BY Sheri Fitts | 4/10/2014
Investment advisors can finally join the world of restaurants, hotels and other business entities by sharing endorsements from sites like Yelp and Angie’s List, per a recent guideline update from the... Read More
BY Sheri Fitts | 11/18/2013
How does your GPS work? Before offering any direction, it requires you do one simple thing: indicate your desired location. Effective social media participation and outreach, much like any sales or... Read More
BY Sheri Fitts | 10/29/2013
No matter how sound your social media strategy is, things can potentially veer off into a ditch. It’s important to have a predetermined plan in place for unexpected social media mayhem, even if you... Read More
BY Fred Barstein | 9/6/2013
We always hear about ways advisors use social media and why it makes sense, but rarely do we hear actual success stories. ThinkAdvisor profiled a Morgan Stanley advisor who netted a $70 million... Read More
BY John Ortman | 8/27/2013
Following in the footsteps of their RIA brethren, broker dealers and wire houses are accelerating their use of social media. More importantly, they’re beginning to integrate new media into their... Read More
BY John Ortman | 7/22/2013
Investment advisory firms are giving up in the battle to keep social media out of their shops. Instead, they’re loosening bans and allowing more use of social media while putting appropriate policies... Read More
BY Sheri Fitts | 7/19/2013
Have you given your website a checkup lately? Once your website is up and running, the work isn’t finished. You must add, subtract and modify; this digital age doesn’t support a “set it and forget it... Read More
BY Fred Barstein | 6/24/2013
While social media is all the buzz in financial services markets, making many advisors feel left out if they don’t have a strategy, investing in social media yields the lowest returns for gaining new... Read More
BY Fred Barstein | 6/21/2013
FINRA has announced that they will be conducting spot checks of their firms’ social media policies and usage over the period of February 4-May 4, including:• How firms are using each social media... Read More
BY Sheri Fitts | 6/6/2013
When was the last time you lifted the hood on your website?As recently as just a few years ago, advisors were able to get by with a minimalist website with a logo, a bio, a photo and perhaps a map to... Read More
BY Sheri Fitts | 5/30/2013
Over past few months, I’ve been hit with identity fraud issues through my bank account. Several weeks ago, I headed to the bank branch where my account was originally established. Within 24 hours,... Read More
BY NAPA Net Staff | 5/16/2013
“Circumvent,” “inaccurate,” “oversimplified,” “mislead” and “hypothetical” — these are just some of the words that Putnam Investments recommends advisors avoid using on Twitter. Putman suggests that... Read More
BY Rick Meigs | 5/14/2013
Boston-based Cogent Research has released some interesting data about the use of social media by plan sponsors. The information comes from the firm’s 4th annual Retirement Planscape® study.Cogent... Read More
BY Fred Barstein | 5/10/2013
At a recent ICI meeting, representatives from three larger broker dealers questioned whether social media helps financial advisors grow and run their business — or whether there’s more hype there... Read More
BY Fred Barstein | 4/30/2013
Laws enacted by states to ensure workers’ privacy on social media sites like Facebook and Twitter are under attack by regulators and the financial services industry. The laws, already enacted by five... Read More
BY Sheri Fitts | 4/18/2013
I remember the first days of Twitter. In fact, I recall speaking about Twitter at an ASPPA 401(k) Summit in 2006. People laughed and said there was no way any sensible person would ever tweet.As of... Read More
BY NAPA Net Staff | 3/19/2013
Trying to bring some common sense to the oversight of financial advisors’ use of social media, the SEC has issued guidance on what should and should not be considered an advertisement subject to the... Read More
BY NAPA Net Staff | 3/6/2013
If Facebook were a country, it would be the third largest in the world. One person couldn’t watch all of the videos on YouTube in a lifetime. And as technology and social media continue to soar in... Read More
BY NAPA Net Staff | 2/12/2013
Every advisor knows that the best way to prospect is through referrals and that the more good relationships you have, the more business opportunities you’re likely to get. But even if you have lots... Read More
BY NAPA Net Staff | 1/28/2013
On the one hand, broker dealers and RIAs have to embrace social media to attract and keep advisors; on the other hand, they need to comply with what some view as outdated regulations that prohibit... Read More
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