Erado

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  New Hires Roundup: 3 New Brokers at RJ; EisnerLubin Merges

  By James J. Green, AdvisorOne  |  December 21, 2011

  Raymond James adds brokers from UBS, MSSB in south Florida; Erado expands; SEC job openings.

• Investacorp Chooses Erado for Social Media Strategy

  By John Sullivan, AdvisorOne  |  November 16, 2011

  In yet another indication that compliance walls to social media usage on the part of advisors are coming down, electronic compliance and archiving firm Erado announced Tuesday that it signed an agreement to provide social media compliance services to Investacorp.

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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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  Financial Services Firms Use Social Media to Build Targeted Online Presence

  By Danielle Andrus, AdvisorOne  |  September 7, 2011

  A report from Corporate Insight released Wednesday found that not only are financial services firms using Facebook and Twitter, but they are maintaining multiple profiles on those networks.

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  Look at GOP Candidates; Markowitz Defends MPT; 10 Team Building Mistakes: August Research—Slideshow

  By Gil Weinreich, AdvisorOne  |  August 10, 2011

  Author and analyst Nicole Gelinas laments the absence of meaningful debate on the one key issue in today’s economy: the houses of debt Americans are living in. Plus, practical advice on teambuilding, storyselling and more...

• National Planning Selects Erado for Social Networking Compliance

  By Marlene Y. Satter, AdvisorOne  |  July 27, 2011

  National Planning Holdings, Inc. announced Tuesday that it will work with Erado on compliance for social networking, with rollout of the new capabilities expected in the fall.

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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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  LPL Adds Social Networking With Erado

  By Marlene Y. Satter, AdvisorOne  |  June 23, 2011

  LPL Financial has hired Erado to manage its use of social networking and ensure it is in compliance with regulations.