by Patrick M. Kelly | Jul 15, 2011 | Social Media
You might recall last February when Fidelity Institutional Wealth Services introduced the first app for iPhones and Android phones which allowed their financial advisors to remotely access client accounts and respond to client questions. This week, their tech team...
by Patrick M. Kelly | Jun 3, 2011 | Social Media
We knew it was coming. On May 2, Raymond James Financial and Commonwealth Financial announced they would soon begin allowing their financial advisors to interact with and engage in conversations with others on Facebook, Twitter, LinkedIn and blogs. Instead of “static”...
by Patrick M. Kelly | May 27, 2011 | Internet, Social Media
Did you know that non-bloggers are fast becoming the minority? According to Hubspot’s latest study the number of companies that blog has grown from 48% in 2009 to 65% this year. And the ones that do blog have – 55% more visitors – 97% more inbound links...
by Patrick M. Kelly | Mar 15, 2011 | Financial Services Industry, Social Media
Last Wednesday, Merrill Lynch announced the launch of mobile brokerage apps for iPhone, iPad, and BlackBerry devices. This follows the launch in 2009 of MyMerrill.com and MerrillEdge.com which are banking apps through Bank of America. With the new apps, clients will...
by Patrick M. Kelly | Mar 1, 2011 | Social Media
The new social media training program designed specifically for advisors was rolled out this week by LIMRA and social middleware firm Socialware. The training program, “Insight Advisor Series” is designed to provide a framework for adopting social media sites in a...
by Patrick M. Kelly | Sep 10, 2010 | Financial Advisors, Social Media
The baby boomer generation has been the primary focus for the majority of financial advisors as they have accumulated much of the nation’s wealth. However, now it’s the present and future generations’ turn. Gen X and Gen Y are quickly moving up the ladder of...
