Financial advisers should be using social media as a business tool, writes Matt Oechsli. But they should also strive to avoid some common blunders, such as posting items that are too political or too religious, he adds. WealthManagement.com (U.S.) (1/21)
Are you ready for Google’s new search algorithm? Google’s search engine today begins favoring mobile-friendly websites, which could make it harder for some adviser websites to be noticed. Advisers may need to revamp their sites. InvestmentNews (free registration) (4/20)
Survey: Advisers show little concern for cybersecurity The threat of cyberattacks is getting little attention from financial advisers, according to a survey by InvestmentNews. Only 30% of respondents plan to spend money on cybersecurity in 2015. InvestmentNews (free registration)/The INsider blog (12/31)
Advisers should be careful when using Twitter Joanna Belbey offers tips for financial advisers who want to establish a presence on Twitter while complying with regulations and their firm’s social media policy. Forbes (12/16)
Survey: Many advisers say they’ve found new clients via social media A Putnam Investments survey of more than 700 financial institutions showed that two-thirds of advisers reported finding new clients through their social media use, up from about half who said the same last year. Those using social media said…
Experts: LinkedIn archive downloads can boost advisers’ marketing LinkedIn allows members to download an archive of their data, which experts say advisers can mine for contacts and leads and use to track their social media compliance. InvestmentNews (free registration) (10/23)
Experts offer advice on encryption to guard client data Financial advisers need to encrypt e-mails and backup files and use a virtual private network when on public wireless networks, according to experts. Advisers also should communicate with clients about why such security measures are necessary, experts say. Financial-Planning.com (10/20)
SEC looks at advisers’ cybersecurity for client accounts The Securities and Exchange Commission is giving much attention to security measures that financial advisers use to protect clients’ accounts from cyberattacks. The agency has issued a sample document request that advisers can use to prepare for SEC examinations of cybersecurity. Financial-Planning.com…
Most advisers working on cybersecurity, SEC examiners find Securities and Exchange Commission examiners have found that most investment advisers and brokers are taking action to cope with potential vulnerability to cyberattacks. The vast majority of the financial firms reviewed perform periodic risk assessments, have adopted written security policies and conduct…
Insurers’ use of social media jumps A new LIMRA survey finds that 93% of life insurance companies had social media programs in place in 2013, up 55% from 2010. More than three-quarters of companies report having social media programs targeted at the public; while 7 in 10 have programs supporting…
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