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Showing 411 - 420 of 626 results for "Social media"

Better use of client information essential to adviser success

LAURA MILLAN  |  THURSDAY, 31 JUL 2014
... that "we need to start leveraging what we know about our clients." In a world where crowdfunding initiatives and social media are taking over traditional businesses models, financial advisers need to find ways to adapt. "The real point of advantage is ...

Dying in social media: adviser's next big nightmare

LAURA MILLAN  |  THURSDAY, 31 JUL 2014
Clients' presence on several social media platforms, with multiple accounts and passwords, is set to become a nightmare for financial advisers specialising in estate planning, as they will be forced to deal with the person's digital footprint after ...

'As expected' changing expectations

BENJAMIN ONG  |  THURSDAY, 31 JUL 2014
... correction" does indeed materialise, it would start (according to the Janet Yellen Fed) in "smaller firms in the social media and biotechnology industries" whose "valuation metrics... appear substantially stretched". But techs and smalls closed higher ...

In the throes of change

MICHELLE BALTAZAR  |  TUESDAY, 29 JUL 2014
... strategy Su-Lin Ong, BT's chief economist Dr. Chris Caton and KPMG's head of financial services Simon Gleave. In social media, the FSC will be encouraging delegates to join the @FinServicesCouncil conversation on #fscannual for a chance to win 'Tweet ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 28 JUL 2014
... free from the App store, for a limited time. Look under 'Financial Standard' or click this link. Readers can use social media tools and email embedded within the app to share Financial Standard articles. News stories updated daily on the newspaper's ...

Regulators relaxed about social media: IOSCO

STAFF WRITER  |  FRIDAY, 25 JUL 2014
... Securities Commissions (IOSCO) has just released research into how regulators around the world are permitting the use of social media as part of the advice channel. The survey was conducted during 2013 and focused heavily on how regulators monitor the ...

Another October to remember?

BENJAMIN ONG  |  TUESDAY, 22 JUL 2014
... ok... for the Fed that is. We know what it thinks. The Fed thinks that while valuations for "smaller firms in the social media and biotechnology industries" appear "substantially stretched", "prices of real estate, equities, and corporate bonds have ...

Down one day, dip buying the next

BENJAMIN ONG  |  MONDAY, 21 JUL 2014
... "...valuation metrics in some sectors do appear substantially stretched -- particularly those for smaller firms in the social media and biotechnology industries, despite a notable downturn in equity prices for such firms early in the year." While the ...

AdviserEdge to "live build" advice website at 2014 conference

STAFF WRITER  |  FRIDAY, 18 JUL 2014
One advice practice will get the chance to have its social media strategy overhauled and website rebuilt as part of a "live build" feature at this year's AdviserEdge Social Advice Summit.A The "live build" will take place over the 3-day conference and ...

A BRICS R5 Bank is born

BENJAMIN ONG  |  THURSDAY, 17 JUL 2014
... day's headlines talkin' 'bout the Fed saying that those bargains -- "...particularly those for smaller firms in the social media and biotechnology industries" - might not be bargains anymore. Not anymore last night. It was a brand new day on Wall Street. ...