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Financial services firms may be using social media, but they’re not doing a very good job of it, said Lauren Boyman, director of social media at Morgan Stanley Smith Barney during a webcast Wednesday on the subject of, yes, social media, which was...
FINAL –10/24Bank of the West Wealth Management Launches New Private Client Services ModelSAN FRANCISCO – Oct. 24, 2011 – Bank of the West Wealth Management has launched a new private client services model to enhance its ability to serve the...
Greensboro: “I start my day with exercise – every day. And I insist that other members of our group take time to stay in shape as well” voiced Sam during one of our Rainmaker Focus Group sessions. This was an interesting comment that sparked a...
TD Ameritrade Holding Corp. continued to grab client assets in its fourth quarter ending Sept. 30, the company said today, and quarterly trading revenue rose sharply. Net new assets last quarter were up a record $12.4 billion, more than double the...
The “rogue” trading loss and departure of CEO Oswald Grubel doesn’t seem to have driven clients away from UBS in the third quarter. In fact, despite the CHF 1.8 billion trading loss recorded in September, the firm as a whole turned a pretax profit...
Advisors and insurance agents need to focus on building trust with consumers and clients in this environment, one in which the Occupy Wall Street movement dominates headlines, said Bob Baranoff, senior vice president of member benefits at LIMRA...
A surprising twist we recently uncovered in research about social media usage: Among financial advisors, insurance advisors are most likely to use social media for business purposes and most likely to have landed clients through social media...
