By Emilie Totten

Just a few years ago it was rare to find financial services firms in the social sphere at all; now some companies are even creating content that goes viral. To make compulsively shareable content in the financial services realm takes a lot of creativity, but some companies are starting to figure out how to make it work. In late June, following one of the worst Q1 GDP reports in the last 50 years, J. Lyons Fund Management released a tweet with a table of GDP data it had collected, and it quickly went viral, The Reformed Broker noted.Read More

By Emilie Totten

The financial services industry changes quickly. Investors and their expectations are evolving. Here are three things investors are looking for in a wealth management firm:Read More