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Sound Off: Is Twitter a Waste?

Readers react to John J. Bowen Jr.’s September column on social media:

“Bowen says he doesn’t see ‘much professional value’ in Twitter. How do you define value? Prospecting for clients, building upon client relationships, streamlining a flow of information, marketing your skills and improving your knowledge of the profession are all things a financial planner can do on Twitter.”

What’s your opinion? Weigh in on the Community section of our site.

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Research Roundup

Read insightful, timely analysis of market trends and news across all sectors of the global economy at:

financial-planning.com/research_roundup

You’ll find research highlights and full reports from market and economic strategists at dozens of firms, including Barclays Capital, Cetera Financial, LPL Financial, PIMCO, BlackRock, ING Investment Management, Charles Schwab, Raymond James, Wells Fargo Advisors and many more.

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TRUSTS AS IRA BENEFICIARIES

A client wants to name a trust as an IRA beneficiary. Should an advisor endorse this idea? Ed Slott, Your IRA Expert, weighs in.

OUTSOURCING FOR YOUR PRACTICE

Would outsourcing your rebalancing, trade execution or performance reporting make your practice more efficient? Find out.

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