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Connecting to (and recruiting) top talent
August 26, 2010 04:08 -
Announcing the launch of SocialTurns.com
August 16, 2010 20:08 -
Ignoring social networks won’t work
August 11, 2010 18:08 -
Wealthy investors want to be engaged
August 4, 2010 18:08 -
Social Media Success, Learn from the Experts
August 1, 2010 17:08
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mic adam:
Hi, i am doing a larger study on social media monitoring and linkedin will be on -
Gerri:
I'm trying the same experiment on LinkedIn to see if the results come out in a s -
Chad Bockius:
What we've found is that there are still more questions than answers circulating -
Debbie Nixon:
This is such a timely topic and one so many advisors want. What is your suggesti -
Debbie Nixon:
You offer a great resource for financial advisors who want to expand their socia
SocialTurns
Posts Tagged ‘Risk Manager’
What a difference a month makes
I am excited to announce a lot of great changes at Socialware. Here is the quick summary (the full detail is below): We launched a new social media archiving solution called Socialware Sync aimed at individuals and small firms. We renamed Risk Manager to Socialware Compass as part of a broader re-branding effort with our [...]
FINRA Webinar Summary: Implementing Compliance Practices for Social Media
For those of you that weren’t able to attend, we live-tweeted this afternoon’s webinar and the full summary is available below. The webinar itself was geared at further answering questions around Notice 10-06. Here is FINRA’s description of the session: “This program addresses implementation of new guidance that FINRA recently issued in Regulatory Notice 10-06, [...]
Twitter compliance pitfall, do you know where your DM’s are?
Have you ever logged into Twitter and noticed that your Direct Message count was shrinking? You probably thought it was a case of the mysteriously deleted DM. Doing a quick Google search on the issue would present you with the answer. It actually isn’t a bug, a hacked account or a mystery at all. Twitter [...]
Social Networking: Going Online Without Crossing the Line (Research Magazine Cover Story)
In the March edition of Research Magazine they take a detailed look at the challenges financial advisors face in dealing with social networking sites like Facebook, Twitter and LinkedIn. As they point out “Some have blocked access to networking websites from advisor workstations. At least one broker-dealer requires new hires to delete their LinkedIn profile [...]
New research report on the use of social at work
Every day we are flooded with statistics about social media use, companies defining policies, companies blocking access and even companies forcing employees to delete their LinkedIn account. Well today is no different. Manpower, a world leader in the employment services, released a report that surveyed over 7,700 business in the Asia-Pacific region. Their findings are [...]
Real world advice for independent advisors, an interview with Kristen Luke
Kristen Luke, from Wealth Management Marketing, was gracious enough to spend some time talking through her work with independent investment advisors and financial planners. We specifically discussed social networking, what’s holding her clients back and how they are dealing with SEC and FINRA compliance issues. 1. Tell me a little about your background and Wealth [...]
FINRA Webinar: Compliance Considerations for Social Networking Sites
If you happened to miss it, FINRA hosted the Social Networking Compliance webinar this afternoon. Here is a summary from their site on what was scheduled to be discussed: “This webinar covers compliance and regulatory considerations when using social networking sites to communicate firm business. With the advent of Facebook, LinkedIn, MySpace and Twitter, business [...]
Just released: Companion Guide to FINRA Social Networking Compliance
Yesterday FINRA surprised everyone by releasing Regulatory Notice 10-06, titled “Social Media Web Sites – Guidance on Blogs and Social Networking Web Sites.” Since September of 2009, FINRA created and has been working with a Social Networking Task Force to discuss “how firms and registered representatives could use social sites for legitimate business purposes in [...]
Government, Social Networks and Freedom of Information
I came across an article yesterday, titled Twitter and Government Transparency. In it Andy Opsahl outlines the potential challenges social networks are creating for government entities. The question being raised is whether or not activity on sites like Twitter, Facebook and LinkedIn need to be archived and available for records requests. As Melinda Catapano points [...]
When is a social media policy not enough?
As more and more companies race to adopt social technologies they inevitably ask the question, “what should our policy be?” Depending on the industry and the company you will find a wide range of policies. Some are a few paragraphs and some are literally pages long. If you are looking for some examples here is [...]