Todd Estabrook

Commonwealth Financial to Allow Rep Access to Social Media

By John Sullivan, Advisorone | June 1, 2011

A third-party vendor will capture and retain data, deliver back to BD’s existing compliance platform.
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...

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