wirehouse advisor
Advisors upping usage of social mediaPosted by RJ and Makay on Mar 22, 2012 |
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While some advisors still feel unsure or worried about compliance when they use social media, most say they are using social media platforms to build their brands and businesses, according to SourceMedia, the publisher of Financial Planning, On Wall Street and Bank Investment Consultant. 51% of nearly 900 independent, wirehouse and bank advisor survey respondents said they rely on social media for business as well as personal use.
Independent advisors will now have the opportunity to franchise local Schwab branches, Charles Schwab announced recently. The program, Independent Branch Services, has already attracted interest from over 100 advisors, and the company plans to start serious negotiations later this month with prospective franchisees once it has finalized franchise disclosure documents.
