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.
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.
"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."
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.
NexChange is a new social network designed exclusively for financial industry professionals. While there are other such networks in existence that are more niche, NexChange is unique in that it does not focus on the hustling and huckstering of investment securities. Instead, this is a network designed to help you maximize your career in financial services.
Social media can be a tool for gauging the perceptions of others, be it the market's receptivity to a company's product or the feelings investors have about a particular stock or bond.
Undoubtedly one of the biggest stories this year was the rise of the robo-advisers and their growth in assets under management (AUM). Retirement security was another big story. But looking in the rearview mirror is only so useful. What's just as important to consider is which trends will continue to influence the advisory business in 2015 and beyond.
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