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When social media has been part of your everyday life (in both your professional and personal life) for a number of years now, it’s difficult to remember that not everyone ‘gets it’. When the thousands of people you connect with every year are using social media, and you see the benefits, sometimes it means you …
On the 10th May, LinkedIn held its first ever Financial Services Summit. The event took place in New York, featured key people from such financial stalwarts as American Express, Citi, Fidelity Investments and Prudential Retirement and set out to examine the role that social media is playing within the financial services industry. An interesting review …
Results are out for the first quarter of 2012 in the Financial Professionals Social Media Adoption Study, a regular piece of research sponsored by American Century Investments. You can find the whole report here but for those of you who like your news in brief, here are some of the stats we found most the …
“Over the last few years, the emergence of Social Media has changed the way in which people communicate with each other, and companies interact with clients.” Those were the words of Andy Saperstein, Morgan Stanley’s head of wealth management, back in May as he revealed the firm’s plan to become the first major US wealth …
77% of people think that the internet is the best way to research financial advice so few would argue with the importance of creating really outstanding financial websites. For IFAs, a website is a chance to connect with both new and existing clients; a way to differentiate themselves from the crowd and a way to …