Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
SEC Tightens Social Media Screws on Annuity Advisors
By Daniel WilliamsA new alert by the Securities and Exchange Commission places emphasis on social media compliance gaps and yet again draws more attention to advisors and new technology.
January 09, 2012
The (Regulatory) Rules of Social MediaSocial media is a key way to build relationships with existing and potential clients but you must play by the rules.
January 07, 2012
Tips for Successful Online Brand MarketingHere are four ways you can optimize brand management online and stand out from the Web crowd.
January 05, 2012
FINRA Backs Off on Social Media Reporting for BDsFINRA has at least partially bowed to comments from member firms and decided not to require social media postings to be regarded as subject to a post-use filing requirement.
January 03, 2012
Citibank Turns Rewards into 'Social Currency'Credit card rewards are the new social currency.
December 21, 2011
New Hires Roundup: 3 New Brokers at RJ; EisnerLubin MergesRaymond James adds brokers from UBS, MSSB in south Florida; Erado expands; SEC job openings.
December 19, 2011
Financial Advisors and Social Media—Shall We Dance?In advisor and software guru Greg Friedman's premiere blog for AdvisorOne, suggestions on how advisors can make strategic sense out of social media.
December 19, 2011
5 More Ways to Go Mobile With Your MessageMake use of this popular trend to round out your social-media marketing strategy.