Advisors cautioned on using personal social media pages
Dealers discuss social media policies at IIAC conference
- By: Clare O’Hara
- May 17, 2013 May 17, 2013
- 11:20
Dealers discuss social media policies at IIAC conference
Improved dialogue and broader service offerings are helping deepen client relationships
MGAs should consider conducting annual reviews with advisors, panelist says
Assets grow to $183 billion
Questions begin to emerge over the ownership of social networks
Allegations stem from the departure of fund manager Patricia Perez-Coutts to Westwood Holdings
Hartville Group provides pet insurance under several brand names
Changing regulation is hampering the ability of insurers to offer products with long-term guarantees
Operating earnings up 20%
Study finds that even with a financial plan Canadians fret about what an emergency would do to their finances
2013 Custody Risk Americas Awards handed out in New York
Founded in 1953, the insurance company is celebrating 60 years in the business
Acquisitions help boost revenues, AUM
Investor alleges breach of contract and negligence against two brokerages
Awards acknowledge excellence in investment journalism
U.S., Australia and Britain have data on hidden assets
The ease of going online means consumers are less dependent on advisors for information
Integration will bring scale and resources to serving affluent families and foundations
Federal government pledges $30 million to fund search team
Advisors can now run head-to-head portfolio comparisons; Portfolio Sense tool to be discontinued
HNW investors are adding fee-based accounts more often than other clients
Volatile markets challenging for precious metals strategies
Survey shows a significant amount of investors don’t know what they own
Firms must be careful not to inherit problems when acquiring another dealer
High youth unemployment a burden for boomer parents that help out