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.
Social Networking: Going Online Without Crossing the Line
Plagued with risk management concerns, Wall Street firms have been painfully slow to build out formal social media strategies. Some have blocked access to...
It's not an overstatement to say that Kip Gregory is ahead of the technology curve. In 1984, he helped build out CompuMall, one of the...
The Next Step
If you're like most wealth managers, you probably haven't thought much about Web 2.0. When it has come to your attention, you may have dismissed...
Hasta La Vista
In developing Windows Vista over the course of five years, Microsoft Corp. may have made the "biggest investment ever put into a piece of software,"...