Updated Friday, May 24, 2013 as of 4:39 PM ET
More in Social Media
Which financial institutions "get" LinkedIn? Jennifer Grazel, the social media network’s global head of category development - financial services, offers up several examples. more »
For all the hype surrounding social media sites as the next great marketing channel for advisors, a panel of industry leaders warned that the jury is still out on what role tools like Facebook and Twitter will ultimately play in financial-services firms. more »
The human side of financial planning has been somewhat overlooked among some advisors who have tended to limit their interactions with clients to providing financial advice. The high-touch approach could become a "growing market niche" for advisors. more »
“We have the opportunity to think beyond tweeting and posting about how this will fundamentally change products in this industry,” said Augie Ray, director of social media strategy for Prudential Financial. “It’s not just about getting content out – we certainly have to do that too – but there are a lot of changes coming in the next five years.” more »
The Financial Industry Regulatory Authority has temporarily withdrawn a controversial proposal to require advisors, brokers and firms to incorporate links to the BrokerCheck database when they post content to social media sites. more »
Consumer advocate Jennifer Openshaw is launching a new company that offers advisors a platform in which to build social media communities, with some compliance features built in. more »
Kasina’s new social media report ranks Vanguard, Sun Life, iShares, Putnam and Franklin Templeton Investments as the top five asset managers for social media practices. more »
Facebook,Twitter and LinkedIn are changing the way advisors communicate with clients. How can advisors better use social media to take their practice to the next level? more »
The federal regulator published a guidance update to clarify what mutual funds and other investment advisors can say on their social media sites (and things have become much more social.) more »
Just 34% of advisors believe that social media is a "wise use" of asset managers' time and resources and just over half (53%) feel that asset management firms are "smart to explore" social media. more »
Want proof that advisors need to be engaging with social media? Consider the SEC’s decision this week to let publicly traded companies make material corporate announcements on sites like Facebook and Twitter. more »
Vendors of social media compliance software are expecting a nice boost from the FFIEC's complex new rule proposal. more »
Asset managers ramped up their marketing and compliance staff dedicated to social media efforts by more than 60% from 2011 to 2012, according to new research from Boston-based Cerulli Associates. more »
Player Template for http://www.onwallstreet.com
Regulatory
Restoring Investor Trust
Guides and Supplements
30-days-30-ways-2013

Current Issue

The May Issue is now online!


TWITTER
FACEBOOK
LINKEDIN
Quick Polls
Are You Considering Changing Firms This Year?
Yes, to Another Wirehouse or Regional Firm.

14%

Yes, Considering Independence.

14%

No.

71%

Industry Events

May 28, 2013 | San Francisco, CA

June 5, 2013 | Hollywood, FL

June 12, 2013 | Chicago, IL

June 13, 2013 | Chicago, IL

June 20, 2013 |

Already a subscriber? Log in here