The Gregory Group

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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.

• Social Networking: Going Online Without Crossing the Line

  By Ellen Uzelac  |  March 1, 2010

  Plagued with risk management concerns, Wall Street firms have been painfully slow to build out formal social media strategies. Some have blocked access to...

• Early Adopter

  By Ellen Uzelac  |  October 1, 2009

  It's not an overstatement to say that Kip Gregory is ahead of the technology curve. In 1984, he helped build out CompuMall, one of the...

• The Next Step

  By Mary Kathleen Flynn  |  February 1, 2008

  If you're like most wealth managers, you probably haven't thought much about Web 2.0. When it has come to your attention, you may have dismissed...

• Hasta La Vista

  By Mary Kathleen Flynn  |  April 1, 2007

  In developing Windows Vista over the course of five years, Microsoft Corp. may have made the "biggest investment ever put into a piece of software,"...