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Entries related to: broker-dealer-technology

8 Twitter Feeds All Financial Advisors Should Follow

Twitter can be an invaluable tool for financial advisors to help win new clients and promote their practice.
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STUDY: Advisors' Tech Strategies Ignore Gen X and Y

A Fidelity poll has revealed that registered investment advisors (RIA) and broker-dealers are focusing on technology innovations to serve the baby boomer generation while ignoring technologies that benefit Gen X and Gen Y clients, according to ThinkAdvisor.com.
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VIDEO: Hidden Compliance Risks for Broker-Dealers Using Social Media

As broker-dealers take advantage of social media to network with clients, it's easy to run into compliance issues. Social media really blurs the line between personal and business communications. 
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