Twitter for Advisors

When it comes to social media marketing, most advisors gravitate toward Facebook and LinkedIn. And for good reason. Among the laundry list of social networks, these are arguably the most relevant options to our industry. But that doesn’t mean Facebook and LinkedIn are your only options. Once part of the “Big Three,” Twitter remains a…

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Complying with the New DOL Fiduciary Rule

The U.S. Department of Labor’s new “Fiduciary Rule” went into effect on Tuesday, February 16th. The “Improving Investment Advice for Worker & Retirees,” an exemption for investment advice fiduciaries, was published in the Federal Register in December 2020 and was not delayed by the Biden Administration. According to a press release from Deputy Assistant Secretary…


Running Real-Time Micro-Campaigns

In January, videogame retailer GameStop took over the news cycle when a group of online investors triggered a massive surge in the company’s stock value. The short squeeze saw a 1,500% rise in GameStop’s share price over a two-week period before dropping back down in recent days. Of course, that’s the short and simple version…

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Ascend Your Business in 2021

We’re two weeks removed from Ascend, IAMS’ first-ever virtual kick-off event. Looking back, we consider the event to be a great success and would like to thank everyone who made it possible. The presentations at Ascend covered a wide array of industry-relevant topics. Among the event’s main focal points was one we can all benefit…

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Social Media Advertising in 2021

Social media never stands still. Internal changes, such as ad restrictions and revised targeting metrics, and shifts in user demographics can impact your social campaigns. To help you prioritize your 2021 social media marketing plan, we take a brief look at three of the most commonly used platforms and discuss the value each carries for…

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The 2021 COLA Increase

The Social Security Administration announced this week a 1.3% increase in cost-of-living benefits for 2021. The new COLA boost is the second-lowest in the program’s history. Recipients will only see an extra $20 a month on their benefit checks. In the middle of a pandemic that has put the financial security of millions at risk,…

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CARES Act Planning Opportunities

Earlier this year, President Trump signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This historic relief package allocates some two trillion dollars in aid to combat the economic impact of the ongoing coronavirus crisis.  Anticipating the Cost The Congressional Budget Office estimates the CARES Act will add $1.7 trillion to the federal…