Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
SEC’s 5 Things Not to Tell FINRA About Social Media Use
By Amy McIlwainSince the advent of social media, financial services professionals have feared violating compliance regulations. Out of an overabundance of caution, many have been unnecessarily filing materials with FINRA.
April 04, 2013
6 ways to leverage your LinkedIn company page for lead generationIt's not a silver bullet to success, but LinkedIn is one heck of a place to generate leads.
April 03, 2013
SEC allows Facebook, Twitter to release key informationInvestors can make significant announcements via social media sites provided they let the SEC know which sites they intend to use.
April 02, 2013
What Many Advisors Get Wrong About Young HNW InvestorsA survey by Merrill Lynch Private Banking found many stereotypes about themthat they rely on social media for investing advice, for example, and resist proven strategiesare exaggerated.
April 02, 2013
SEC Gives Green Light for Public Companies to Use Social MediaThe SEC will allow public companies to make significant announcements on Facebook, Twitter and other social media provided they alert investors which sites they intend to use.
April 02, 2013
Do people want what you have to offer?You have a great product. But how many people will actually buy it?
April 01, 2013
Price Forecasts in the Media: a Lousy Way to InvestI often hear advisors say their clients are contrarian indicators, Richard Peterson of MarketPsych says, warning advisors to calm clients' primal buying and selling urges.
March 29, 2013
H.D. Vest Picks a Compliance-Friendly Social Media PlatformGuess which compliant and secure social media platform H.D. Vest chose for its 4,600 advisors after a year of research?