social media

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  Why RIA Firms Should Hire the Young, Pt. 2: 5 Tips on Recruiting Breakaway Brokers

  By Tim Oden, Schwab Advisor Services  |  May 22, 2012

  In the second post in a three-part series on RIAs hiring breakaway brokers under the age of 40, tips on how—and how not—to recruit those younger brokers.

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  Advisor iPad App Allows Client Reviews to Go Anywhere

  By Joyce Hanson, AdvisorOne  |  May 21, 2012

  “As long as I have my iPad with me, there’s nothing I can’t access. I can run into a client in a restaurant and do things on the fly,” says Ted Rich of Vinoy Capital.

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  Facebook Frenzy Is About Separating Fools From Their Money: News Analysis

  By Gil Weinreich, AdvisorOne  |  May 18, 2012

  The clamor for shares of Facebook's IPO was so great, it guaranteed one outcome and almost guaranteed another: that Facebook’s founders would be even richer than they thought and that “investors” would wind up with mediocre results.

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  How to Buy Facebook Without All the Risk

  By Joyce Hanson, AdvisorOne  |  May 17, 2012

  As demand skyrockets for Facebook’s new shares, advisors plan to jump into this investing product that will give clients exposure to the hot social media IPO without too much volatility.

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  Top 10 Technology Trends for Advisors and Their Partners, Pt. 4: Integrated Workstation

  By Spenser Segal, ActiFi  |  May 16, 2012

  Significant investments are being made by large financial institutions and niche software providers for the sole purpose of allowing advisors to plug-and-play different software solutions into “their” advisor workstations.

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  IRS Steps Up Fight Against Identity Theft, Phishing

  By Richard Niles, J.D., Senior Editor, Tax Facts Online  |  May 14, 2012

  As if worrying about taxes weren’t enough to handle, a troubled IRS looks to prevent and detect identity theft cases.

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  Best Full Service Investment Firms Ranked by Investors: J.D. Power

  By Janet Levaux, AdvisorOne  |  May 10, 2012

  Satisfaction with the major firms in 2012 is at pre-crisis levels of 2008, but it is down when measuring several critical factors, the satisfaction survey found.

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  SEC’s Top 6 Tips to Help Seniors Avoid Social Media Fraud

  By Melanie Waddell, AdvisorOne  |  May 4, 2012

  The SEC’s Office of Investor Education and Advocacy issued an Investor Bulletin to provide seniors who use social media with safety tips to help them avoid investment fraud.

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  In The Future, New Clients Will Seek—and Find—Best Firms: Part 2

  By Michael E. Kitces  |  May 3, 2012

  Advisory firms that want to succeed must take action on the following four steps.

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  5 Tips to Help Advisors Use Pinterest, a ‘Virtual Pinboard’

  By Danielle Andrus, AdvisorOne  |  May 1, 2012

  If Facebook and Twitter aren’t enough, there’s a new social media platform that may help advisors with their marketing campaigns.