LinkedIn

• 

  Personal Brands, Horse Rescue and Tommy Lee Jones: Ameriprise Advisors Sell Online

  By Joyce Hanson, AdvisorOne  |  May 23, 2013

  As the world of big-data technology changes at a lightning pace, it may take a giant company with deep pockets and a sizeable R&D budget to figure out whether online financial sales work.

• 

  Sallie Krawcheck to Buy 85 Broads, a Global Women’s Network

  By James J. Green, AdvisorOne  |  May 15, 2013

  The former Merrill broker chief says she’s happy to become the leader of 85 Broads, a group with 30,000 members from 130 countries.

• 

  Plan Sponsors Embrace Social Media

  By John Sullivan, AdvisorOne  |  May 14, 2013

  What’s with this Facebook thing? It’s a question answered by more plan sponsors.

• 

  Sallie Krawcheck Decries Industry ‘Becoming Republican Party’

  By John Sullivan, AdvisorOne  |  May 4, 2013

  “It is my intention to be controversial and make us uncomfortable here today,” Sallie Krawcheck said. She didn’t disappoint.

• 

  4 Steps to More Effective Marketing (and a Better Website, Too)

  By Danielle Andrus, AdvisorOne  |  May 3, 2013

  There are four parts to an effective marketing strategy, Tim Welsh, president and founder of Nexus Strategy, said at the 2013 NAAIM Annual Conference.

• 

  LinkedIn Courts Advisors as Social Media Use Grows

  By Joyce Hanson, AdvisorOne  |  May 2, 2013

  LinkedIn super user Cathy Curtis of Curtis Financial Planning says she uses social media to market her personal brand.

• 

  Advisors Are All A-Twitter

  By Marlene Y. Satter, AdvisorOne  |  April 11, 2013

  Advisors are flocking to social media sites in ever-greater numbers, according to American Century Investments, though many have privacy and compliance concerns.

• 

  Clearing Firms Gain a Human Touch

  By Jane Wollman Rusoff  |  April 1, 2013

  Traditionally, clearing firms have helped independent broker-dealers by ruling the back office. Now these durable companies are stepping out front by tuning BDs in to vital growth opportunities—as well as to potential perils.

• 

  SEC Enforcement Roundup: CR Intrinsic Slapped With Record Insider Trading Fine

  By Marlene Y. Satter, AdvisorOne  |  March 21, 2013

  The SEC settlement by CR Intrinsic was for $600 million, the largest ever in an insider trading case; meanwhile, a financier was charged in a scam involving pre-IPO Facebook stock.

• 

  7 Tips to Avoid SEC Compliance Audits When Marketing

  By Gil Weinreich, AdvisorOne  |  March 20, 2013

  Compliance expert Nancy Lininger offers rules of thumb on avoiding the flags that SEC auditors are looking for in marketing materials.