Twitter

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  RIAs Aren’t Using CRM to Full Potential: Schwab TweetUp

  By Joyce Hanson  |  September 26, 2012

  RIAs are missing opportunities to use CRMs for everything from business analytics to social media, according to a Twitter “TweetUp” moderated by Schwab Advisor Services.

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  Top 5 Business Women Who Tweet About Wall Street

  By Joyce Hanson, AdvisorOne  |  April 23, 2012

  AdvisorOne lists the top 5 business women who tweet based on number of followers, frequency of tweets, quality of posts, professional credentials and what our gut tells us.

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  Top 10 Mobile Apps for Financial Advisors

  By Joyce Hanson, AdvisorOne  |  April 16, 2012

  Mobile apps can help advisors increase revenue and improve client support, says Financial Social Media President Amy McIlwain, who lists her top 10 favorite apps.

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  New Raymond James Social Media Platform Lets Advisors Use LinkedIn, Facebook, Twitter

  By Joyce Hanson, AdvisorOne  |  November 2, 2011

  Raymond James is using a new social media platform from Actiance that will let it use social media sites including LinkedIn, Facebook and Twitter while complying with FINRA regs.

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  Facebook Use Doubles Among Millionaires in 2011

  By Danielle Andrus, AdvisorOne  |  August 16, 2011

  Don’t disregard Facebook—a report from Spectrem says the number of millionaires who use the site has doubled since 2010 to 46%. Meanwhile, Chad Bockus' Socialware has secured $7 million via Morgan Stanley to enhance its platform.