Advisor Tech Tips

Stay on top of trends in mobile technology, software, and social media.

Facebook and financial advisors

Advisors who use Facebook as their primary social network and who attribute asset gains to social media activity represent only 18% of the total advisor population. But, on average,...

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Social media success factors

For advisors using social media for business, the number of networks used and the frequency of activity are directly proportional to asset gains via social media. According to the Putnam Investments Survey of...

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Year-end social media checklist

Make sure your profile picture and background images on social networks are up to date. You’ve changed in the past year, and your picture should, too. Networks such as LinkedIn...

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