Updated Monday, July 28, 2014 as of 10:36 PM ET
How 3 Community Banks Succeed With Social Media
More community banks are not only getting on social media but are also getting creative by recruiting celebrities, launching charity drives and promoting local attractions.
As branch traffic declines, interactions with customers have become more removed. So it's increasingly important for banks to develop personal ties to customers through other means, such as social media.   more »
More in Social Media
Fidelity's new Office of the Future complex highlights the tech trends most likely to shake up your workspace. more »
Advisor rating site BrightScope's first list of the country's "most social" advisors is met with some head-shaking by planners. more »
Social media isn't verboten, but it's crucial that planners know the rules. more »
Every client-facing industry has embraced social media with both arms -- except wealth management. Advisors and firms need to catch up. more »
New software is helping wealth management firms like Morgan Stanley and Raymond James put the ''social" in their advisors' networking. more »
Bankers should view complaints on sites like Facebook and Twitter as an opportunity to publicly score points with customers. more »
Advisors will be expected to keep records about the content they post on social sites just as they do with other materials on traditional channels, according to a senior commission attorney. more »
Now that financial regulators have finalized rules on social media interaction, firms like ING are, slowly and cautiously, beginning to let advisors experiment with social networks. more »
Clients and their children are increasingly shifting their lives online, but without realizing the potential dangers to their digital assets. more »
LinkedIn will not solve all of a financial advisor's marketing challenges, but it provides another arrow in his or her quiver. more »
The Federal Financial Institutions Examination Council on Wednesday issued final guidance aimed at helping, banks, credit unions and other financial institutions manage risks related to social media. more »
The use of social media within an advisory practice has been the subject of much debate within the industry, but one of the most common arguments for advisors limiting or altogether barring sites like Facebook and YouTube within the firm -- compliance -- might be dramatically overstated. more »
The new model has to be able to serve clients "any time, any place and anyhow," said Bernie Clark, the head of Schwab Advisor Services at the financial service giant's annual Impact conference in Washington, D.C. more »
Lists
2014 Summer Reading List for Advisors

Current Issue

The July Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

August 10, 2014 |

September 9, 2014 |

September 17, 2014 |

September 20, 2014 |

September 28, 2014 |

Already a subscriber? Log in here