Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Marketing? Better stay diversified.
By Anthony IannarinoDont put all your eggs in one (social-media) basket.
April 11, 2013
SEC’s 5 Things Not to Tell FINRA About Social Media UseSince 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 11, 2013
Advisors Are All A-TwitterAdvisors are flocking to social media sites in ever-greater numbers, according to American Century Investments, though many have privacy and compliance concerns.
April 10, 2013
SEC’s social media update: What not to reportFive things you dont need to tell FINRA about.
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.