SocialwareSocialware Blog
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Webinar Series: Four Steps to LinkedIn Success
January 31, 2012 07:01 -
Social Media for RIAs in Massachusetts: The Fourth Castle
January 24, 2012 11:01 -
It’s Not Just Social Media: You Want Social CONNECTION
January 20, 2012 12:01 -
How CIOs and Other IT Leaders Can Enable Social Business
January 19, 2012 12:01 -
Financial Professionals Must Work Social Media To See Real Results
January 17, 2012 12:01
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Terrance Blessing:
Great! Very excited to get going. -
Brent Carnduff:
Great article! Very simple and straight forward! -
Adam Cohen:
Tim, thanks again for including me. I think the challenge of teams working arou -
victor gaxiola:
2011 was an eventful year for financial social media, and I anticipate 2012 will -
Timothy E. Walker:
Excellent coverage and advice! It's too bad that a few "bad eggs" make life har
SocialTurns
Posts Tagged ‘Twitter’
What if my book of business is all older, longtime clients?
They are likely loyal and very comfortable working with you without social media. But, what about your clients’ heirs? Who will be charged with assuming legal authority over your clients’ assets and accounts when those clients lose their decision making capacity? Who will these people turn to when they have questions about the finances of their parents and grandparents?
The Wild West meets Wall Street
Today is a huge landmark in the world of social networking and in business. LinkedIn, the world’s largest professional network, and one of our partners, has gone public. They are now one of the first billion-dollar web 2.0 exits since YouTube.
Social media ≠ Social business
It seems like you can’t go a day without seeing another story on social networks, social media, social marketing…the list goes on and on.
Advisers failing to communicate with clients
A new article from American Banker points out how Advisers are deficient in client communication. In the article they highlight findings from SEI, a provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management.
American Century releases new social media study
According to the new American Century Investments’ 2011 Financial Professionals Social Media Adoption Study, the number of financial professionals who said regulatory or compliance concerns were a barrier to their social media use dropped to 38% from 47% in last year’s survey.
SEC Swept Up by Social Media (PART 2)
For Part 2 of our discussion on the SEC social media sweeps letter I’d like to address the following questions that I suspect many of you are asking:
SEC Swept Up by Social Media (PART 1)
There has been a lot of buzz lately about the regulatory happenings in the financial sector. No, this isn’t about Dodd-Frank, this is about Social Media.
IIROC Publishes Social Media Notice
This week started off with the Investment Industry Regulatory Organization of Canada (IIROC) releasing updated guidelines for the review, supervision and retention of advertisements, sales literature and correspondence.
2010: Social Media & Financial Services (a look back)
We’ve rung in the New Year and with the finalizing of 2011 goals and priorities it is worth taking a step back to see how exactly we got here.
Banks rushing for social media gold
While some doubt the measurable impact of social media on the financial services market, a few recent articles underscore that customers want to interact – and some banks are answering the call.