social networking

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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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  Grow Your Business With Social Media

  By Eric Clarke  |  November 28, 2011

  In my years of experience working with investment advisors, the No. 1 way new clients are acquired has consistently been through referrals.

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  Top Portfolio Products: Social Media ETF From Global X; Forward Debuts Long/Short Fund

  By Marlene Y. Satter, AdvisorOne  |  November 18, 2011

  Panda Power closes fund; Neuberger Berman celebrates a milestone; Russell goes mobile.

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  The Best and the Brightest

  By Angie Herbers  |  November 1, 2011

  My duties as a part-time faculty member of Kansas State University’s CFP-registered financial planning program included taking a group of students to this year’s FPA “Experience” Conference in San Diego.

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  MyFinancialAdvice Founders Launch Social Media Site for Advisors

  By Melanie Waddell, AdvisorOne  |  October 17, 2011

  The founders of MyFinancialAdvice.com, a site designed to enable financial planners to offer advice online to middle-income Americans, launched OnlineAdvisorCentral.com, which is designed to promote use of social media by advisors.

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  Facebook Use Doubles Among Millionaires in 2011

  By Danielle Andrus, AdvisorOne  |  August 16, 2011

  Don’t disregard Facebook—a report from Spectrem says the number of millionaires who use the site has doubled since 2010 to 46%. Meanwhile, Chad Bockus' Socialware has secured $7 million via Morgan Stanley to enhance its platform.

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  Look at GOP Candidates; Markowitz Defends MPT; 10 Team Building Mistakes: August Research—Slideshow

  By Gil Weinreich, AdvisorOne  |  August 10, 2011

  Author and analyst Nicole Gelinas laments the absence of meaningful debate on the one key issue in today’s economy: the houses of debt Americans are living in. Plus, practical advice on teambuilding, storyselling and more...

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  Social Media Tops RIAs’ Compliance Concerns, Survey Finds

  By Melanie Waddell, AdvisorOne  |  August 3, 2011

  Advisory firms are spending more time on compliance, with 92% of RIAs employing at least one full-time compliance specialist, an increase from 78% in 2010, according to a recently released compliance survey of 412 RIAs.

• National Planning Selects Erado for Social Networking Compliance

  By Marlene Y. Satter, AdvisorOne  |  July 27, 2011

  National Planning Holdings, Inc. announced Tuesday that it will work with Erado on compliance for social networking, with rollout of the new capabilities expected in the fall.

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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.