Technology

The answer depends upon whom you are asking.  In our latest social media research project, we divided our participants into Early Adopters and Casual Users. Early Adopters are advisors who use social media daily to acquire new business, re...

Although advisors are demanding access to social media at a rapid pace, broker/dealers say there's limited adoption and limited results from social media.

Advisors are going where the clients are, using virtual meeting tools over smart phones and tablets.

A tool for analyzing, proofing and checking your transactional documents

Social media advisors seem to be multiplying, particularly when it comes to the financial service industry. Shouldn’t someone be vetting these people?

With LinkedIn’s new look comes new functionality.  If you have the updated version of LinkedIn, you now have the ability to run an advanced search on your connection’s connections. The truth is, LinkedIn didn’t openly advertise this featur...

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