Twitter

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  One in Five Advisors Add New Clients With Social Media

  By Danielle Andrus, AdvisorOne  |  August 21, 2012

  Nearly one in five advisors say they’ve added a new client as a result of their social media marketing efforts, an SEI Quick Poll released Wednesday found.

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  Five Good Questions for Michael Kitces of Pinnacle

  By Bob Seawright, Madison Avenue Securities  |  August 16, 2012

  The portfolio expert shares his views on wealth management, the 4% rule and a variety of other financial-planning hot topics.

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  What Makes Nonprofits Toss and Turn? Marketing

  By Michael S. Fischer  |  August 7, 2012

  When it comes to running a nonprofit organization effectively, here are some basic issues that keep their principals up at night, according to new research from Constant Contact.

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  Bogle Joins Gross-Siegel ‘Food Fight’

  By John Sullivan, AdvisorOne  |  August 3, 2012

  The smackdown between Bill Gross and Jeremy Siegel continues, this time with Twitter as the venue.

• Morgan Stanley’s Social-Media Drive

  By Janet Levaux, AdvisorOne  |  July 26, 2012

  While rivals are working behind the scenes, Morgan Stanley is moving publicly—and quickly—to embrace social media, experts say.

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  Top 10 Technology Trends for Advisors and Their Partners: Pt. 9, Social Media

  By Spenser Segal, ActiFi  |  July 25, 2012

  Advisors can, and are, using social media for serious business purposes. Here’s how to take advantage of the benefits of social media, and how to avoid its dangers.

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  Tech Questions for Summertime

  By Dan Skiles  |  July 24, 2012

  August is my favorite time of year for new projects. More specifically, it’s a good time to ask, “What technology areas require more research before we pull the trigger?” To get started with this exercise, allow me to recommend some ideas.

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  BDs Beware: Social Media Privacy Laws May Conflict With FINRA Rules

  By Melanie Waddell, AdvisorOne  |  July 12, 2012

  “Legislation that limits access to social media information may pose significant challenges for a large number of broker-dealers,” lawyers from Sutherland Asbill & Brennan wrote in a Law360 article.

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  Why Blogging Should Replace Marketing Newsletters for Financial Planners, Pt. 1

  By Michael E. Kitces  |  July 10, 2012

  A blog gives your content the potential for a far broader reach.

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  Roubini: ‘Perfect Storm’ of Economic Pain Is Unfolding Now

  By John Sullivan, AdvisorOne  |  July 9, 2012

  Perma-bear economist Nouriel Roubini tweeted Monday that the perfect storm he predicted earlier this year is now occurring.