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By Chip Kispert, Marshall Levin, Peter Montoya |
March 26, 2012
As educational editor of the 2012 TechLeaders Conference on March 19–21 in Irving, Texas, Beacon Strategies LLC is contributing to the conference’s goal of developing thought leadership that can be shared by broker-dealers of all sizes.
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By Melanie Waddell, AdvisorOne |
February 1, 2012
Social media: Those two words have become ever present in our daily lives and it’s safe to say that, to some extent, a good portion of us use a social media outlet on a daily basis.
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By James J. Green, AdvisorOne |
January 25, 2012
A panel of leading advisor partner technologists discussed how technology trends here already and on the horizon will affect independent broker-dealers.
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By Melanie Waddell, AdvisorOne |
January 4, 2012
The SEC on Wednesday charged an Illinois-based advisor with offering to sell fictitious securities on LinkedIn, and the agency also released three alerts warning advisors of the risks advisory firms and investors face when using social media.