social media sites

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  Top 10 Mobile Apps for Financial Advisors

  By Joyce Hanson, AdvisorOne  |  April 16, 2012

  Mobile apps can help advisors increase revenue and improve client support, says Financial Social Media President Amy McIlwain, who lists her top 10 favorite apps.

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  To Restore Consumer Confidence, Make Every Advice Giver a Fiduciary

  By Paul H. Auslander, Financial Planning Association  |  February 16, 2012

  The problem: the investing public doesn’t know who is and who isn’t a fiduciary. The solution: Make everyone a fiduciary and level the playing field.

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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.

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  Top Portfolio Products: PIMCO Launches New Fund; Credit Suisse Plans New ETN

  By Marlene Y. Satter, AdvisorOne  |  September 26, 2011

  Putnam launches new advisor site; AlphaShares offers yuan bond index; Invesco launches yuan bond ETF; Russell expands investment discipline indexes

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  IRS Offers Taxpayers 5 Social Media Ways to Get Information

  By Michael S. Fischer  |  July 27, 2011

  The IRS gives taxpayers five ways to use social media to get general information.

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  Mastering Social Media

  By Ellen Uzelac  |  July 26, 2011

  In a sign of the times, 600 advisors at an Investment Management Consultants Association conference recently crammed into a training session called “Get Linked In, Not Left Out: Compliance Friendly Ways to Harness Social Media’s Power in Your Practice.” That’s no typo: 600.

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  Advisors Are From Mars, Clients Are From Venus

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  July 12, 2011

  Fidelity survey finds a surprise: Wealthy clients are more likely to want to use technology to communicate with advisors than vice-versa.