Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
October 16, 2013
Compliance clash: FINRA rules and state laws at odds over social mediaFINRA wants advisors' social media accounts to be monitored, but some states won't allow it.
October 16, 2013
Compliance clash: FINRA rules and state laws at odds over social mediaFINRA wants advisors' social media accounts to be monitored, but some states won't allow it.
October 14, 2013
Get Google+ smart for your businessGoogles social platform arrived late to the party, but now has more than 500 million registered users.
October 10, 2013
Firm Reaps Huge Growth Fulfilling Advisors’ To-Do ListsWe connect the dots between what the advisor knows he needs to do and what he has time to do, says Robert Fross of Platinum Advisor Strategies.
October 09, 2013
3 Steps for Advisors to Drive Client LoyaltyLoyal clients are an advisors most effective sales force, adding repeat or add-on business. Here's how to use social media to generate client loyalty.
October 08, 2013
Ritholtz’s Big Picture: 24-7 Media Cycle Is Going to the BlogsA pundits panel of chief strategists join star bloggers Barry Ritholtz and Josh Brown to bemoan the insanity of the 24-7 financial news cycle.
October 02, 2013
Staying Compliant With the SEC’s Anti-Testimonial RuleThe Investment Advisers Act of 1940 explicitly prohibits client testimonials. What does that mean in 2013?
October 02, 2013
Putnam’s Portrait of the ‘Social Advisor’: Younger, Likes LinkedIn, Gets ReferralsStudy finds that advisors who use social media daily tend to be younger than average; 49% say they get new clients through social efforts.
September 30, 2013
3 Tips to Stay Compliant on Social MediaAdvisors and their firms must have policies in place to govern how they address social media and how they train people to use it.