Socialware

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  H.D. Vest Picks a Compliance-Friendly Social Media Platform

  By Joyce Hanson, AdvisorOne  |  March 29, 2013

  Guess which compliant and secure social media platform H.D. Vest chose for its 4,600 advisors after a year of research?

• Socialware Infographic Illustrates FINRA’s Social Media Guidance

  By Marlene Y. Satter, AdvisorOne  |  July 13, 2012

  Socialware has come up with a graphic that simplifies FINRA’s three notices and many pages of guidance on social media.

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  New Raymond James Social Media Platform Lets Advisors Use LinkedIn, Facebook, Twitter

  By Joyce Hanson, AdvisorOne  |  November 2, 2011

  Raymond James is using a new social media platform from Actiance that will let it use social media sites including LinkedIn, Facebook and Twitter while complying with FINRA regs.

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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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  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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  BDs Beware: Banning Facebook Is Bad Policy, Says Socialware's Chad Bockius—Weekend Interview

  By Janet Levaux, AdvisorOne  |  July 1, 2011

  Socialware CEO says that prohibiting use of Facebook and Twitter might lead to FAs switching firms.

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  BDs Should Embrace - Not Shun - Social Media, Says Software Exec

  By Janet Levaux, AdvisorOne  |  July 1, 2011