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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.
Tags >> Financial Planning

Advisors up mobile access to social media

Posted by RJ and Makay on Apr 20, 2012

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Social MediaAs more advisors accept social media as a method to boost their businesses, the number of advisors accessing social media through smartphones and mobile devices rose significantly over the past year, according to American Century Investments third annual Financial Professionals Social Media Adoption Study. The study surveyed 300 financial professionals about their access and use of social media.

Women’s financial planning approach holds lessons for us all

Posted by RJ and Makay on Oct 24, 2011

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From the manner in which they seek information, set goals and manage expectations, women can help identify important money management techniques for any investor.  Women now head 40% of all privately-owned businesses in the U.S. and control half of the nation’s wealth, estimated at $11 trillion of $22 trillion, according to a recent Forbes article, "What Women Can Teach Us About Money."  

Tommy Lee Jones is new Ameriprise commercial spokesman

Posted by RJ and Makay on Sep 19, 2011

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Ameriprise Financial Inc. has enlisted the actor Tommy Lee Jones as its new pitchman in commercials that aired this past weekend during the Emmy Awards.  The star of “Men in Black” and “No Country for Old Men” can be seen in the two spots “Our Anthem” and “Generations” on You Tube. “Our Anthem” is also posted at the Ameriprise fan page on Facebook.

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