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Financial Advisor
March 2010
Joel P. Bruckenstein |
Beware The Pitfalls The advantages of social media for advisors are being trumpeted loudly, but the risks are heard less.   |
U.S. Banker
August 2010
Jennifer Mendelsohn |
How to Get Started in Social Media Most banks have yet to interact with customers using social networks, but interest is growing. The challenge is figuring out the best approach. |
Registered Rep.
May 2, 2011
Kristen French |
Raymond James, Commonwealth to Give FAs Free Reign on Social Media In other words, they will be able to post tweets, updates and comments that have not been pre-approved in real time. |
Financial Advisor
March 2012
Gail Liberman |
Social Media Hurdles Some advisors are using social media for marketing, but many haven't spent much time using it because of compliance issues. |
Financial Advisor
July 2011
David Lawrence |
Learning To Socialize Integrating social media into your advisory practice takes careful evaluation to get the most from what it has to offer. |
Bank Technology News
May 2011
Clara Shih |
5-Step Social Media Plan With more than 800 million active users across Facebook, LinkedIn, and Twitter, social media cannot be ignored. Financial institutions must adapt or face mass customer migration. |
Financial Planning
July 1, 2011
Donna Mitchell |
Tweet Away It's been a struggle to get advisors to embrace social media because they don't fully recognize its business value. |
On Wall Street
March 1, 2010
Mark Astarita |
Advisors Allowed To Get Social Some firms will continue to ban social media, while others will use the necessary software to allow it-just don't make a recommendation on one of the sites. |
Financial Advisor
July 2010
Andrew Gluck |
A New Era With broker-dealers now starting to embrace social media, advisors have many more ways to market their firms. |
Bank Technology News
March 2010
Michael Sisk |
How to Stay Online and Inbounds Combine the fast, freewheeling world of social networking sites with the conservative, highly regulated world of financial advice and the reconciliation is bound to awkward. |
Investment Advisor
April 21, 2011
John Sullivan |
Commonwealth Financial to Allow Rep Access to Social Media Beginning in early June of 2011, it would allow its advisors to use social media, including Facebook, Twitter, LinkedIn and blogs. |
Investment Advisor
August 2010
Marlene Y. Satter |
Broker/Dealer Briefing: Facebook and Twitter: Compliance Concerns Loom As FINRA notes, social media is no longer a trivial pursuit for advisors. And as they've grown more complex, the need to consider compliance issues for all communications on social media has grown from mere prudence to a necessity. |
Bank Technology News
January 2011
John Adams |
Customer Service Makes Him Smile Two years ago, Business Week called Frank Eliason "the most famous customer service manager in the U.S., possibly the world." Eliason recently joined Citi, and in this short interview discusses the bank's 2.0 social media strategy. |
Investment Advisor
June 10, 2011
Janet Levaux |
BDs Beware: Banning Facebook Is Bad Policy, Says Socialware's Chad Bockius Socialware CEO says that prohibiting use of Facebook, Twitter and LinkedIn might lead to financial advisors switching firms. |
Search Engine Watch
November 2, 2009
Ron Jones |
Facebook 101 The basics to know before joining the popular social media site, including tips on setting up your account, privacy, and helpful applications. |
Registered Rep.
June 16, 2011
Diana Britton |
Securities America Jumps on the Social Media Bandwagon Independent broker/dealer Securities America announced its new social media program, which will allow all of its 1,800 reps to access and post content on Facebook, LinkedIn and Twitter. |
Registered Rep.
July 27, 2011
Diana Britton |
NPH Adopts Social Media Strategy to Help Reps Connect with Clients National Planning Holdings plans to roll out a social media initiative this fall, which will allow its 3,563 reps to use Twitter, LinkedIn and Facebook to communicate with clients. |
Financial Advisor
January 2012
Brian Hamburger |
Who Will Start The Revolution? Big firms give "Big Brother" nod to social media. |
Job Journal
October 31, 2010
Peggy Klaus |
Social NOTworking Blogs, Facebook, LinkedIn, Twitter, and MySpace have quickly become valuable tools when it comes to effectively promoting ourselves and our products. Conversely, these very same tools can become weapons of destruction to any bragging and branding campaign. |
CFO
February 1, 2012
David Rosenbaum |
Who's Out There? CFOs can't ignore social media. But what's the ROI? |
Wall Street & Technology
May 1, 2009
Melanie Rodier |
Exchanges, Banks and Brokerages Start Tweeting Exchanges, brokerages, banks, and regulators are all jumping on the Twitter bandwagon and exploring new ways to reach out to their customers. |
CRM
November 2014
Maria Minsker |
How to Create the Right Content for the Right Social Channel Marketers should understand and leverage the unique qualities of each network to drive conversations and conversion. |
Fast Company
February 2015
McCorvey & LaPorte |
Twitter's Facebook Envy In an effort to win more advertising dollars, Twitter is trying to build a network of mobile developers who are loyal to it rather than Facebook. |
CRM
December 2015
Leonard Klie |
Social Media Is Now a Viable Support Channel Direct messaging, tighter security, and data integration add to social media's feasibility as a customer service platform |
Financial Planning
December 1, 2009
Chris Hall |
Socially Adept Participation in social media -- LinkedIn, Facebook, Ning, Groupsite, Twitter, blogs, YouTube -- is now a workplace reality. |
BusinessWeek
July 15, 2010
Felix Gillette |
For Job Growth, Look to Social Media As customers make or break brands online, companies rush to hire social media directors, and figure out what they do. |
IndustryWeek
May 18, 2011 |
Social Media: Navigating the Legal Perils A disciplined approach to Facebook, Twitter and other social media helps companies benefit from these networks while minimizing the chances of costly information leaks. |
Registered Rep.
September 3, 2013
Lauren Barack |
When Social Media Backfires Clueless advisors on social media can lead to embarrassment, fewer clients and even regulatory fines. Be careful out there. |
InternetNews
October 29, 2009 |
Facebook Rejiggers Privacy Rules Following Probe Social-networking giant lives up to its agreement with Canadian authorities and now seeks comment from users. |
CRM
January 23, 2012 |
Conversocial Releases Priority Response Engine The company adds priority handling, tagging, and customer history to address demand for customer service via Facebook and Twitter. |
InternetNews
March 4, 2011
Paul Shread |
Salesforce Friends Facebook for Call Centers The SaaS giant adds support for Facebook to its Service Cloud 3 call center. |
Entrepreneur
September 2009 |
The Twittering Class How social media can elevate your company's online cred. |
InternetNews
September 17, 2009 |
Facebook, Twitter and Social Media Marketing A significant number of brands have amped up their social media marketing, but it's not just all about tapping Facebook and Twitter, says a new study. |
On Wall Street
May 1, 2010
Gerri Leder |
Keeping In Touch And Getting New Business With Social Media Personal use of Facebook and business use of LinkedIn are converging, sometimes leading to new business and sometimes just rekindling relationships with acquaintances who might otherwise be lost. |
CRM
June 2011
Donna Fluss |
Use Social Media Proactively Leveraging sites like Facebook and Twitter is critical |
CRM
October 24, 2011 |
iContact Launches Social Media Product As Part of Digital Marketing Platform Businesses can now perform social media marketing, scheduling, and analytics along with email marketing from the same application. |
Pharmaceutical Executive
September 1, 2011 |
Pharma and Social Media: Ready to Make Nice? The time is right for industry to overcome its social media phobia once and for all. |
InternetNews
May 5, 2010 |
ChatSync Offers Social Media Data Archive Devrex Gear has already taken on instant-messaging archiving. Now it's looking to the broader social media landscape, offering enterprises a new path to regulatory compliance. |
Commercial Investment Real Estate
Jan/Feb 2010
Rosfelder & LaMantia |
Social Media Savvy How are Certified Commercial Investment Members capitalizing on this Web revolution? |
CRM
February 2014
Leonard Klie |
10 Social Customer Service Tips New channel interactions don't have to be complicated. |
InternetNews
March 2, 2009
Kenneth Corbin |
Facebook's Critics Sound Off Now that Facebook's users have had a few days to weigh in on its policies, how would they improve them? |
Commercial Investment Real Estate
Jan/Feb 2012
Dennis LaMantia |
Build Your Business Through Social Media Looking for new clients? You'll find them online. |
InternetNews
March 20, 2009
Kenneth Corbin |
Facebook Redesign Rankles Faithful Devoted Facebookers greet new, "cluttered" home page with confusion, hostility. |
Investment Advisor
March 2010
James J. Green |
B/D News Bulletins and news of interest to broker/dealers from FINRA and the SEC. |
Bank Technology News
June 2010
Michael Sisk |
Customer Reviews Drive Growth The idea of creating online forums where customers can share comments on products and services has always been tantalizing and scary for financial institutions. |
InternetNews
March 23, 2009
Alex Goldman |
Salesforce Taps Into Twitter Customer contact centers have moved far beyond the phone, says Salesforce, embracing Facebook, Twitter, and other Web applications. |
Registered Rep.
February 27, 2012
Lauren Barack |
Protect Your (Online) Rep "Nowadays, professional reputation is tied to online," says Don Sorenson, CEO and founder of online reputation management firm Big Blue Robot. "And you can be at the whim of anyone who writes about you." |
Fast Company
Kevan Lee |
The Social Media Frequency Guide: How Often To Post To Facebook, Twitter, LinkedIn, And More Social media marketers want to connect with followers without driving them away. We aim for the perfect balance of sharing and listening. I end up guessing a lot, trying and testing new variations. |
Search Engine Watch
July 14, 2010
Kevin Gibbons |
10 Top Tips to Secure Social Media Success Ready to start marketing your brand through social media? Then you really need to hurry up and get started. |
InternetNews
December 5, 2007
Kenneth Corbin |
Facebook Apologizes For Beacon Blunders Bowing to critics, Facebook's CEO apologizes for its missteps on its ad platform. But is it enough? |
