From InvestmentNews
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Summary: The Securities and Exchange Commission is taking a closer look at advisers' use of social media by making their activity part of their annual disclosures to the agency.
From Financial Advisor IQ
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Summary: Advice practices were hit with a double whammy of rising overhead and slowing asset growth in 2015, and those who let operating costs run away from them may face more of the same this year, according to a new study released by TD Ameritrade Institutional.
From LinkedIn Pulse
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Summary: When a visitor does come to your office, you want them to see a reflection of who you are, so they get a sense of what you’re all about. The equivalent digital space to your physical office is your website. And your blog is where people will find out more about you, instead of coming in to your office. It’s where you put your personality on display and your company culture (the one you work to create, like I discussed in this post) for the whole internet to see.
From Advisor Perpectives
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Summary: Advisory firms face a daunting challenge as they prepare themselves for the latest version of the future. They will have to retool their service offering for a new generation of clients (aka Millennials), who have very different preferences, different advice needs and far more digital sophistication than your Baby Boomer clients ever had.
From InvestmentNews
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Summary: Websites welcome prospective clients to an adviser’s practice. Here are a few tips from advisers across the industry on the elements that make their websites pop.
