social media content

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  Advisor Marketing and Social Media: No Job for Amateurs

  By Angie Herbers  |  November 8, 2012

  Want to build and protect your brand? Get professional help. Here’s one firm you should check out if you’re serious about using tech tools to market yourself.

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  Use and Misuse of Social Media

  By Les Abromovitz  |  January 1, 2012

  Social media is an inexpensive and effective way to communicate with established and prospective clients.  Nevertheless, when RIAs utilize social media to promote their advisory practices, they risk compliance problems for their firms.

• 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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  Putnam Enhances Advisor Site With Portfolio Modeling, Social Media

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

  Following on the launch of its Fund Visualizer tool, the new site provides personalized, shareable content and tools.

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  Social Media Use Among Asset Managers Takes 'Giant Leap,' Cerulli Finds

  By Melanie Waddell, AdvisorOne  |  August 9, 2011

  Asset managers have shown a “giant leap forward” in their “adoption and implementation” of social media since last year, a new report by Cerulli Associates has found.