Independent broker-dealers are slowly but surely resolving a longtime gripe among financial advisors and their clients: sending text messages. Firms largely ban texting, even for logistical purposes, amid guidance from FINRA that all business communications must be “retained, retrievable and supervised.” Securities America this week became the first of the top 10 largest IBDs to announce a program allowing its advisors to text clients.
More than 75,000 new immigrants streamed into Queens over the past three years — the biggest influx of newcomers in the entire city, Department of City Planning data shows. From Flushing to Richmond Hill, newcomers from China, Guyana, Ecuador and Mexico, among other countries, helped fuel the borough’s biggest population spike since 2000.
The largest insurance company-owned independent broker-dealer has boosted its investment in advisory services, bucking the trend of such firms’ retreat from the space. Northwestern Mutual, the parent of No. 5 IBD Northwestern Mutual Investment Services, took a majority stake in consulting firm ClientWise, the two firms announced this week. The partnership will give Northwestern’s advisors access to coaching and digital tools while providing ClientWise with capital.
Just as a follow, the article notes that Securities America was the first out of the top 10 IBDs to have client texting. I'm now reminded that Voya Financial Advisors (the No. 14 IBD) launched a texting tool in November. So Voya has it as well.
Muck Rack makes it simple to find people, tweets, or articles that mention any name, keyword, company, hashtag etc. We've compiled this guide to help you make the most of your search.
Selecting a term
Start searching tweets, articles from media outlets, articles mentioned in tweets, journalists'
names, titles and bios with some suggested searches:
Companies or Topics (e.g. iPhone, Microsoft)
Phrases (e.g. "cloud computing") — use quotes to keep the terms together
Twitter handles (e.g. @username) — returns those who have mentioned or replied to
Names (e.g. "David Pogue")
Hashtags (e.g. #sxsw, #london2012)
Bio details (e.g. vegan, Olympics, father)
Muck Rack's Advanced Search allows for many boolean operators.
Find results that mention multiple specified terms, use AND or
+. For example, ensure each result contains both Elon Musk and Mark Zuckerberg by
searching Musk AND Zuckerberg or Musk + Zuckerberg.
Use the operators OR or , to broaden your search when you'd like either of
multiple terms to appear in results. (This is the default behavior of our search when no operators
are used). For example, results will contain either cake or cookie by searching cake OR cookie or cake,cookie
Use NOT or - to subtract results from your search. For
example, searching Disney will yield results about the Walt Disney Company as well as Walt Disney
World Resort. To exclude mentions of Disney World, search for Disney -World or Disney
When using one of these operators with a phrase, enclose it in quotation marks. For example, you can
find results about smartphones excluding Apple's iPhone 4S by searching smartphone -"iPhone
Exact case matching or punctuation
If you're searching for a brand name or keyword that relies on specific punctuation marks or capitalization, you can
find results that match your exact query by adding matchcase: before the keyword you're searching for, like matchcase:E*TRADE .
Use parentheses to separate multiple
boolean phrases. For example, to find journalists talking about having fun in Disney World or
Disneyland, search for ("disney world" OR disneyland) AND fun.
An asterisk can be used to search for any variation of a root word truncated by the asterisk. For example, searching for admin* will return results for administrator, administration, administer, administered, etc.
A near operator is an AND operator where you can control the distance between the words. You can vary the distance the near operation uses by adding a forward slash and number (between 0-99) such as strawberries NEAR/10 "whipped cream", which means the strawberries must exist within 10 words of "whipped cream".