Unlock Your Access for the Data Webinar: Winning Data Teams: Getting Started and Scaling Your Team aired November 15, 2022

How a Snapchat RoboAdvisor Could Rock the Industry

Snapchat Roboadvisor

Social media has changed the way people interact with each other and how they receive and consume information. Is the next step changing the way they invest? Robo-advisors have become a hot topic in the investment industry recently. Social media messaging service Snapchat is even rumored to be building a robo-advisor service of its own. Could a […]

6 Ways that Socialware Can Save Advisors from Social Media Failure

Socialware

Social media can be much like the Wild West.  It appears to be a land of opportunity for advisors who want to prospect and post their thoughts on Facebook, Twitter and LinkedIn. But the free-wheeling atmosphere of social media networks can quickly seem like the O.K. Corral for executives and compliance officers. Now there’s a new sheriff in town. Socialware, […]