Social media and the collaborative culture
Lately I have been thinking more and more about how to best use social media and the many new collaborative communication technologies that are available today. For me, social media extends into many...
View ArticleFINRA notice 11-39: Interpreting the new US social media guidelines for...
In mid August, FINRA issued a much awaited follow up to its notice 10-06 regarding securities firms use of social media. This guidance was issued in the form of notice 11-39 (FINRA Notice 11-39) which...
View ArticleEmbracing the power and opportunity of social media
Social media creates a unique opportunity for financial advisors to break out of traditional communication models and interact with their clients and prospects on a whole new level. While the effort to...
View ArticleDig Deeper for Data: Enriching Wealth Management With New Market Insight
A version of this article was originally published in Wall Street & Technology. With so many sophisticated research tools now at our disposal, wealth managers need new ways to add value for their...
View ArticleSocial Media and the Real World
Much has been written about both initial public offerings (IPOs) and social media companies in the last few years, and especially where these two subjects converge. Many social media firms have both...
View Article
