Chad Bockius

• Morgan Stanley’s Social-Media Drive

  By Janet Levaux, AdvisorOne  |  July 26, 2012

  While rivals are working behind the scenes, Morgan Stanley is moving publicly—and quickly—to embrace social media, experts say.

• Socialware Infographic Illustrates FINRA’s Social Media Guidance

  By Marlene Y. Satter, AdvisorOne  |  July 13, 2012

  Socialware has come up with a graphic that simplifies FINRA’s three notices and many pages of guidance on social media.

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  Morgan Stanley Gives Advisors the OK for Twitter, LinkedIn

  By Janet Levaux, AdvisorOne  |  June 26, 2012

  These steps put it ahead of rivals, experts say, when it comes to advisors and the world of social media.

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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.

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  Mastering Social Media

  By Ellen Uzelac  |  July 26, 2011

  In a sign of the times, 600 advisors at an Investment Management Consultants Association conference recently crammed into a training session called “Get Linked In, Not Left Out: Compliance Friendly Ways to Harness Social Media’s Power in Your Practice.” That’s no typo: 600.

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  BDs Beware: Banning Facebook Is Bad Policy, Says Socialware's Chad Bockius—Weekend Interview

  By Janet Levaux, AdvisorOne  |  July 1, 2011

  Socialware CEO says that prohibiting use of Facebook and Twitter might lead to FAs switching firms.

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  BDs Should Embrace - Not Shun - Social Media, Says Software Exec

  By Janet Levaux, AdvisorOne  |  July 1, 2011