Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
What ‘The Social Network’ Can Teach Advisors About Avoiding Enforcement Actions
By Danielle AndrusOnline communications make advisors vulnerable to compliance slip-ups, two attorneys warn, using quotes from the film "The Social Network" to illustrate their points.
August 05, 2013
LinkedIn Payoff: Morgan Stanley FA Lands $70 Million AccountSending a LinkedIn invitation and getting a $70 million account were all in a days work for one Morgan Stanley financial advisor.
August 02, 2013
How to find the right social media solutions partnerAs social media marketing continues to deliver results, more agents are seeking a third-party firm to manage their online presence. Heres what to look for.
August 02, 2013
Why prospects hate making decisionsIts helpful to remember what your prospects are going through.
August 01, 2013
Advisors ‘Haven’t Fully Committed’ to Social Media, SEI Expert SaysAs use by clients and companies in the industry expands, financial advisors seem to be apprehensive about using social media to grow their practices.
August 01, 2013
LIMRA: 9 in 10 companies use social mediaThe report reveals that with increased usage of social media, strategies are evolving.
August 01, 2013
LIMRA: 9 in 10 companies use social mediaThe report reveals that with increased usage of social media, strategies are evolving.
July 29, 2013
RIAs’ Top Compliance Goal: Social Media PoliciesAdvisors are honing their social-media savvy, with nearly 83% of firms adopting formal social media policies this yearup from 64% in 2011 and nearly double the 43% of advisors who had such policies in 2010, according to a recently released compliance survey by the Investment Adviser Association, ACA Compliance Group...