social media strategy

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  Plan Sponsors Embrace Social Media

  By John Sullivan, AdvisorOne  |  May 14, 2013

  What’s with this Facebook thing? It’s a question answered by more plan sponsors.

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  SEC’s 5 Things Not to Tell FINRA About Social Media Use

  By Amy McIlwain  |  April 11, 2013

  Since the advent of social media, financial services professionals have feared violating compliance regulations. Out of an overabundance of caution, many have been unnecessarily filing materials with FINRA.

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  The Top Reason CFPs Avoid Social Media

  By Melanie Waddell, AdvisorOne  |  January 31, 2013

  Uncertainty over compliance and regulatory requirements remains the top reason CFPs steer clear of using social media for professional use, according to a just-released survey by the CFP Board.

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  Social Media: Don’t Just Be There, Be Remarkable

  By Danielle Andrus, AdvisorOne  |  January 25, 2013

  Financial Social Media held on Friday a webinar discussing trends in social media that advisors should take note of in 2013.

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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.