Morgan Stanley’s Social-Media Drive
While rivals are working behind the scenes, Morgan Stanley is moving publicly—and quickly—to embrace social media, experts say.
Socialware Infographic Illustrates FINRA’s Social Media Guidance
Socialware has come up with a graphic that simplifies FINRA’s three notices and many pages of guidance on social media.
Morgan Stanley Gives Advisors the OK for Twitter, LinkedIn
These steps put it ahead of rivals, experts say, when it comes to advisors and the world of social media.
Facebook Use Doubles Among Millionaires in 2011
Don’t disregard Facebook—a report from Spectrem says the number of millionaires who use the site has doubled since 2010 to 46%. Meanwhile, Chad Bockus' Socialware has secured $7 million via Morgan Stanley to enhance its platform.
Mastering Social Media
In a sign of the times, 600 advisors at an Investment Management Consultants Association conference recently crammed into a training session called “Get Linked In, Not Left Out: Compliance Friendly Ways to Harness Social Media’s Power in Your Practice.” That’s no typo: 600.
BDs Beware: Banning Facebook Is Bad Policy, Says Socialware's Chad Bockius—Weekend Interview
Socialware CEO says that prohibiting use of Facebook and Twitter might lead to FAs switching firms.
BDs Should Embrace - Not Shun - Social Media, Says Software Exec