Bet you didn’t know that HighTower—recently named #13 on Inc. magazine’s 2012 list of the 5,000 fastest growing U.S. private companies—is the frontrunner in the use of social media by financial advisory firms anywhere. It’s not surprising when you consider ...
financial advisor
The movement launches on March 27. It’s not out to solve world hunger or end any wars. It is, simply, an effort to make young adults aware of the advantages of the Roth IRA. Say what? That’s right. The ...
Senior managers in highly-regulated financial firms are hearing the same question from younger team members: when can I start using social media to build my book? There are fewer reasons to say no with every passing day. As I wrote ...
Smartphone ownership is surging, with 35% of adults in the U.S. now having one, according to a May survey by the Pew Charitable Trust. The “financially well-off and well-educated, non-whites, and those under the age of 45” are leading the ...
When Morgan Stanley Smith Barney announced in May that it will allow its 17,800 financial advisers to use Twitter in October, I said it was a breakthrough. Here was a major Wall Street wirehouse recognizing that the social media revolution was ...
