Practical analysis for investment professionals

Social Media


14 Perspectives on Finance, Markets, and Economies: Enhance Your #FinTwit Feed

Consider these 14 perspectives for a more complete view of the investment landscape.

Social Selling: Building Relationships with the Clients of the Future

Advisers need to be using social media, says Barbara Stewart, CFA. Call it social selling. It is not a replacement for traditional, proven selling practices, but in today’s world, you have no choice but to incorporate it into your daily life as an adviser.

Wealth Management in 2017: Oh, the Humanity!

Effective financial advisory firms combine technology’s unique strengths with human insights, and the 2017 CFA Institute Wealth Management Conference explored ways that these combinations can deliver value to clients.

Five Rules for Interviews in a New Media Era

Donald Trump has changed the communications landscape by redefining the role of the media in disseminating information to the public. This disruption will expand well beyond politics, as executives learn how to interact with earned and owned media in this new and sometimes hostile era.

Weekend Reads: Have You Heard the (Fake) News?

The phrase “fake news” is a reality. It references a phenomenon that goes to the heart of how we define “news.” Susan Hoover dives down the fake news rabbit hole in this week's edition of Weekend Reads.

Is Technology Making Us Too Bullish on Stocks?

Perhaps one reason panglossian market conditions can persist in the age of Twitter and Instagram is that omnipresent social media allow us to edit out anything that vaguely threatens our preferred mindset about stocks.

Keys to Social Media Success: Curiosity, Conversation, and Patience

A panel of social media experts gave their perspectives on social media's value proposition and how to best leverage the technology as an investment professional at the 69th CFA Institute Annual Conference. It turns out it's not rocket science.

From Robo-Conflict to Robo-Collaboration: Approaches for Wealth Managers

Financial advisers looking to strengthen their firm and improve their practice for private clients may find that the best results come not from conflict, but from cooperation.

Social Media: The Cornerstone of Financial Firms in the 21st Century

"It has never been more important to be able to differentiate yourself as a financial adviser than it is right now," Josh Brown, CEO of Ritholtz Wealth Management, explained. "And social is how we do it. It’s how anyone can do it if they want to put in the time and the effort."

How The Carlyle Group Uses Communications to Build Its Business

Tom Walek spoke with The Carlyle Group's Randy Whitestone about the firm's marketing communications strategy and execution, about the face of the firm — David Rubenstein — and about issues and initiatives for 2016.



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