social media

Financial planning

AFA recommends ‘opt-in’ for social media complaints

The Association of Financial Advisers has recommended to the Australian Securities and Investments Commission that licensees be able to ‘opt-in’ to the recognition of cli...

Financial planning

FPA warns ASIC on social media complaints

The Financial Planning Association has warned the Australian Securities and Investments Commission of the significant problem associated with allowing complaints against ...

Expert Analysis

Giving philanthropy centre stage

While many of us know we should undertake philanthropic activities, Emma Sakellaris writes, why charitable giving should be a key component of our financial planning....

Financial planning

Technology-driven client engagement a focus for firms

Four in five advice firms are likely to invest more in client engagement AdviceTech this financial year than in the previous one, with the use of scaled advice technologi...

Outsider

OMG, LOL, ASIC seems to be serious about social media

Outsider happens to know that the Australian Securities and Investments Commission has a very serious social media strategy, but he really does wonder whether any of the ...

Policy & Regulation

ASIC suggests formal IDR complaint recognition of Twitter comments

Financial firms which receive adverse comments on social media such as Twitter will be required to recognise them as legitimate complaints under the Australian Securities...

Features

The power of the platform and the rise of Facebook

Tim Samway explains why Facebook’s ability to play an increasing role in our lives makes it a business able to sustainably grow its earnings over the long-term....

Financial planning

Finserv execs at helm of social media

Executives were in the drivers’ seat in terms of their firms’ social media presence, with 42 per cent of social media performance credited to them....

Editorial

What advisers can gain from social listening

Eric Blewitt points to the benefits of social media for financial advisers and listening to the questions, not the answers....

Funds management

Wealth managers missing out on social media

Social media was a missed opportunity for more than one third of wealth managers, according to Verdict Financial....

Financial planning

Tech to up pressure on adviser accountability

The rapid increase of communication technology and social media use, along with regulatory change, will make financial advice businesses more accountable than ever to the...