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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.
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.
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.
Registered Rep. December 16, 2011 Diana Britton	Social Media Archiver Erado to Expand Globally Erado, which provides social media compliance and archiving software for broker/dealers, plans to expand its operations into Western Europe, Canada and possibly Japan next year, and expects to add at least 30 new employees in 2012.
Registered Rep. September 7, 2011 Diana Britton	Seven B/Ds Sign on With Erado for Interactive Social Media Use The partnerships will allow these firms' reps to post interactive content to Facebook, Twitter, and LinkedIn without pre-approval by their compliance departments.
Investment Advisor December 22, 2010 Peter Montoya	Facebook and the End of "Push" Marketing Facebook could supplant company websites.
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.
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 Planning July 1, 2013 Joel Bruckenstein	Tech Review: New Digital Content Services Two new services allow advisors to deliver online content to clients and prospects via social networks.
Registered Rep. May 25, 2011 Lauren Barack	Morgan First On Wall Street to Crack Social Media Code Morgan Stanley is in the process of testing a pilot program that would allow its financial advisors to interact with clients and others on social media websites Twitter and LinkedIn.
Financial Planning September 1, 2012 John J. Bowen, Jr.	Planners: Reset Your Social Media Strategy to Attract Affluent Clients Improve your efforts to attract affluent clients through LinkedIn and Facebook (and not Twitter).
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 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 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.
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.
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+.
CRM April 1, 2011 Scott Swope	Social Media Interaction a Challenge for Web 2.0 Sites Too How companies can reap the benefits of social media.
PHONE+ Justin Chugg	Using LinkedIn for Lead Generation How channel partners can use LinkedIn to generate sales leads.
On Wall Street June 1, 2013 Todd Colbeck	Establishing an Online Presence and Social Media Strategy Build a sharp online presence and social media strategy to help interact with clients.
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.
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.
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 September 13, 2011	Facebook Fans More Likely to Recommend a Brand, Buy Products Report on consumer behavior highlights the need for small businesses to be active on Facebook.
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 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 January 2012 Brian Hamburger	Who Will Start The Revolution? Big firms give "Big Brother" nod to social media.
Search Engine Watch November 16, 2010 Eric Enge	7 Social Link Building Tips A review of how social behavior can create valuable relationships and influence your link building efforts.
AFP eWire May 29, 2012 Derrick Feldmann	You Get More With Facebook Than You Give -- Is Your Organization Stepping Up to the Challenge? Here are three suggested applications for non-profit organizations that use Facebook.
Financial Advisor June 2009 Andrew Gluck	Social Networking And Advisors Advisors are barely scratching the surface in their use of social networking.
Entrepreneur September 2009	The Twittering Class How social media can elevate your company's online cred.
Investment Advisor November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
InternetNews April 17, 2009 Mike Elgan	Inside Google's 'Facebook Killer' Google is just one acquisition away from offering a social network that does everything Facebook does, minus all the things everybody hates about Facebook.
PC Magazine March 8, 2011 Chloe Albanesius	Do Facebook Comments Signal the Death of Online Anonymity? An update to Facebook's Comments plug-in has some concerned.
Registered Rep. December 21, 2011 Boswell & Nichols	Deeper Prospect Conversations with Linkedin Here are some ways to spark more substantial conversations leveraging LinkedIn information. (Also, don't be afraid to mention LinkedIn. In today's world it's far from taboo!).
PC Magazine March 5, 2009 Lance Ulanoff	Facebook Challenges Twitter to Celebrity Deathmatch! Twitter's success, ease of use, and The_Real_Shaq drove Facebook to push celebrities, athletes, and brands to full profiles.
Financial Planning October 1, 2011 Martha C. White	Breaking News When Rich Arzaga decided nearly five years ago he needed to boost his brand image and increase exposure to prospective clients, a weekly e-newsletter was just the ticket.
Investment Advisor September 2010 John Sullivan	Broker/Dealer Briefing: Commonwealth Takes the Top Spot In our B/D survey history, the Waltham, Mass.-based firm has the most top spots. Why?
Financial Planning December 1, 2005 Marshall Eckblad	Bookshelf Your Client's Story: Know Your Clients and the Rest Will Follow by Scott West and Mitch Anthony shows how financial planners who take the time to learn prospects' life stories will make clients for life.
Financial Planning September 1, 2007 Rick Kahler	Practice What You Preach Financial planners who want to enhance their financial lives and improve their professional skills could benefit greatly from hiring their own planner. So why don't they?
Commercial Investment Real Estate Jan/Feb 2013 Dennis LaMantia	LinkedIn Logic For anyone looking to digitally connect with commercial real estate professionals, LinkedIn is a logical first step. The following tips can help unlock the site's potential.
Financial Planning June 1, 2012 Dave Grant	To Grow, Think Small Niche marketing, by design, focuses on a small segment of the market. By choosing a smaller group to serve, you can become a specialist serving the needs of this population.
Investment Advisor March 2009 James J. Green	IA Interview: Changing of the Guard, Sort Of Wayne Bloom's accession at Commonwealth signals business as usual for the independent broker/dealer, with a twist.
The Motley Fool January 11, 2012 Kara Chambers	What LinkedIn -- Facebook's Boring Uncle -- Has Going in Its Favor Can the social networking company keep its buzz into 2012?
Food Processing February 2009 Erin Erickson	Join the FoodProcessing Community Thanks to the wonders of social media, you can connect with other members of the food industry at the click of a mouse (and maybe a few keystrokes).
IEEE Spectrum June 2011 Robin Dunbar	How Many "Friends" Can You Really Have? Can social networks expand the evolutionary limit on how many people anyone can truly be close to?
Search Engine Watch October 23, 2008 Ron Jones	Facebook: Get Educated on the Hottest Social Media Platform Facebook was first used as a tool to help students, faculty, and staff to get to know other people on campus. Now it's used to do the same on the Internet campus.
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?
PC Magazine April 22, 2010 Dan Costa	Facebook: Privacy Enemy Number One? If you're uncomfortable with Facebook's privacy policies now, just wait. Things are about to get much worse.
Wall Street & Technology March 1, 2004	Getting Management on Board With Compliance Compliance and litigation readiness have blasted up the priority list of top management. Leading financial institutions have appointed general counsel into top management roles. Boards of directors are reviewing and approving technology solutions.