social media sites

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  Video, Social Media Popular Educational Tools: Corporate Insight

  By Danielle Andrus, AdvisorOne  |  May 3, 2013

  As longer life spans and a difficult economy make financial planning that much harder, education is that much more important, according to a white paper by Corporate Insight.

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  Bloomberg Jumps on ‘Twitter A-List’ After SEC’s Social Media Decision

  By Joyce Hanson, AdvisorOne  |  April 18, 2013

  Now that the SEC has green-lighted public companies’ disclosure of corporate information on social media sites such as Twitter and Facebook, the Web is jumping all over the news.

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  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.

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  SEC Gives Green Light for Public Companies to Use Social Media

  By MARCY GORDON, AP BUSINESS WRITER  |  April 2, 2013

  The SEC will allow public companies to make significant announcements on Facebook, Twitter and other social media provided they alert investors which sites they intend to use.

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  Do You Really Need to File That Social Media Post With FINRA?

  By Melanie Waddell, AdvisorOne  |  March 18, 2013

  The SEC has released guidance clarifying which social media posts investment companies must file with FINRA.

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  How to Add the Right People to Your Team, Pt. 1—Getting Started

  By Kirk J. Hulett, MS, Securities America Financial  |  January 10, 2013

  First, be clear about the type of person you want, write a clear job description and determine your hiring criteria—you’ll be glad you did.

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  8 Massive Hack Attacks Aimed at Financial Data

  By Dan Berman, AdvisorOne  |  November 12, 2012

  The spread of financial services offered on the Web has led to an increasing number of hacking incidents, which put customer accounts, data and money at risk. Ace Private Risk Service's Gary Raphael offers some data security advice.

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  Firms’ Tech Education Must Go Beyond Social Media: Corporate Insight

  By Danielle Andrus, AdvisorOne  |  October 18, 2012

  In its most recent Mutual Fund Monitor report, released in September, Corporate Insight highlighted trends in how mutual fund advisors use social media.

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  Social Media Is for Marketing, Not Socializing: Execs

  By Danielle Andrus, AdvisorOne  |  June 12, 2012

  For John Jenkins, president and CEO of Asset Preservation Strategies, and Josh Gilliam, managing director of Gilliam, Mease & Associates, social media is a marketing and branding tool, rather than a way to interact with clients and prospects.

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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.