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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.
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.
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.
Financial Advisor March 2012 David Lawrence	Creating A Social Media Policy Financial advisors are wise to embrace the new communication medium. But, there are a number of issues to be addressed as they embark on a communications 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.
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.
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.
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 January 2012 Brian Hamburger	Who Will Start The Revolution? Big firms give "Big Brother" nod to social media.
Entrepreneur September 2009	The Twittering Class How social media can elevate your company's online cred.
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.
Registered Rep. March 29, 2012 Jerry Gleeson	Social Media Works, Advisors Say Social media is gaining momentum with financial advisors, new research by Registered Rep. and wealthmanagement.com shows.
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.
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.
Registered Rep. March 3, 2010 Kristen French	New Social Networking Site Targets FAs LinkedFA is a new website is trying to cash in on the social networking craze and resolve some of the thorny regulatory questions that social networking sites raise for financial advisors.
On Wall Street October 1, 2013 Alix Stuart	A Social Media Presence May Enhance Business Now that advisors are (finally) allowed to use it, social media is finding its place in the marketing arsenal.
InternetNews February 8, 2010	Facebook Pulling Microsoft Banner Ads Facebook's exclusive ad partnership may have fallen short of promise, but Microsoft touts expanded search relationship with the popular social site.
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 Director 2nd Quarter 2011 Naomi Snyder	Social Anxiety Banks have been wary of the social media revolution. Their customers are giving them little choice but to embrace the cacophonic world of tweets, blogs and Facebook.
Investment Advisor March 2010 James J. Green	B/D News Bulletins and news of interest to broker/dealers from FINRA and the SEC.
Registered Rep. May 14, 2014	The Top 10 Social Media Brands Used by Advisors We were able to break down the social platforms frequented most, and why advisors are accessing them.
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.
Financial Advisor June 2011 Michael W. Byrnes	Social Media Networking Becomes Even More Important Whether a believer or disbeliever in the power of social media, it is important to see the trends and know how business will be impacted. This article shares three things to keep up with as the industry evolves.
The Motley Fool November 21, 2010 Gabriel Perna	Facebook's Value Potential Comes Down to Revenue Analysts see the potential for a big IPO, but a public Facebook could still trend toward Google highs or Yahoo! Lows.
Search Engine Watch November 9, 2009 Ron Jones	Facebook Fan Pages 101 Marketers, organizations, and businesses can reach out to customers using Facebook's group pages and fan pages.
Financial Advisor September 2011 Michael W. Byrnes Jr.	Is Google+ Really A Plus? Just as financial advisors were starting to figure out LinkedIn, Facebook and Twitter, the social space just got more complicated. Here are insights on using Google+.
InternetNews August 20, 2010	Is Social Media Underutilized for Hiring? IT trailed one other industry in a survey by CareerBuilder of employers using social media.
The Motley Fool August 3, 2010	Bigger Threat to Google: Apple or Facebook? As more and more people flock to social networking sites, how will this affect Google's bottom line?
Financial Planning January 1, 2012 Donna Mitchell	Who's Afraid of Social Media? Social media compliance is a subject that elicits a range of reactions from planners, from groans to cautious, curious questions.
Wired June 22, 2009 Fred Vogelstein	Great Wall of Facebook: The Social Network's Plan to Dominate the Internet -- and Keep Google Out Today, the Google-Facebook rivalry isn't just going strong, it has evolved into a full-blown battle over the future of the Internet -- its structure, design, and utility.
Bank Technology News May 2009 Rebecca Sausner	Know Your Customers Means Knowing Your Social Media Facebook, Twitter, Linkedin and the next social media platforms sure to emerge present pressing questions for retail banks: Should we be there?
Financial Planning June 1, 2011 John Comer	Linking In When you talk about social media, Facebook and Twitter tend to get most of the buzz. But many financial advisors might not realize that another network may generate better results: LinkedIn.
Financial Advisor September 2012 David Lawrence	Dare To Be Different It's the best way to attract new clients and build business.
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.
InternetNews August 5, 2009	Facebook Tightens Ad Guidelines Facebook site folds privacy policies into ad guidelines, warning that violators will be booted from the site.
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.
Financial Advisor June 2009 Andrew Gluck	Social Networking And Advisors Advisors are barely scratching the surface in their use of social networking.
The Motley Fool February 19, 2009 Tim Beyers	An About-Facebook Days after Facebook posted updated terms of service that effectively granted the site perpetual, irrevocable rights to all original content posted there, management has relented, reverting to its earlier terms till further notice.
BusinessWeek November 18, 2010 Brad Stone	Dear E-Mail: Die Already. Love, Facebook Facebook is trying to change the messaging game with its new service.
InternetNews February 9, 2010	Pip.io: Not Just Another Social Network? Site aims to go beyond Twitter and Facebook in some respects while inviting those social networking sites and others into the fold.
Registered Rep. March 13, 2012 Lauren Barack	Tongue-tied Advisors Even if they have their firms' permission to tweet, a technology platform up and compliance guidelines in place, the fear that they will "do it wrong" keeps many financial advisors from participating.
Registered Rep. July 8, 2011 Lauren Barack	AIG's Advisor Group Kicks Open Door to Social Media For Reps Advisor Group will allow its more than 4,800 independent reps to, in many cases, post freely on Twitter, LinkedIn and Facebook.
Search Engine Watch February 16, 2009 Ron Jones	Social Media Marketing (SMO) 101, Part 1 Before you begin any kind of social media marketing, I highly recommend setting up an account and jumping into a conversation or community. It's one thing to talk about social media, and another to experience it firsthand.
InternetNews November 15, 2010	Facebook Messages, the Next Step Beyond Email? Facebook unwraps a new system for collecting online communications in one unified format.
Registered Rep. October 31, 2014 Megan Leonhardt	The Lost Opportunity Despite the greater freedom and advantages using the tools can bring, only 53 percent of advisors at RIA firms are using social media for business.
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.
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.
Search Engine Watch February 16, 2011 Michael Bonfils	Social Media Around the World: Current Trends and Future Growth A look around the globe reveals a diverse social media marketplace and plenty of opportunities for marketers.
Registered Rep. October 27, 2011 Kristen French	Momentum Building for Social Media Adoption in Financial Services Financial firms that are using social media are not talking about their products or engaging their customer base.
InternetNews March 4, 2009 Kenneth Corbin	Facebook Takes a Page From Twitter's Playbook New features emphasize real-time communication and offer celebrity updates via News Feeds.