Live updates about social media from Finra's annual conference

MAY 22, 2012
Follow along with InvestmentNews editor Jim Pavia, who is tweeting about social media trends from Finra's annual conference in Washington, D.C.

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CFP Board hails record July exam turnout with 3,214 test-takers
CFP Board hails record July exam turnout with 3,214 test-takers

The historic summer sitting saw a roughly two-thirds pass rate, with most CFP hopefuls falling in the under-40 age group.

Founder of water vending machine company, portfolio manager, charged in $275M Ponzi scheme
Founder of water vending machine company, portfolio manager, charged in $275M Ponzi scheme

"The greed and deception of this Ponzi scheme has resulted in the same way they have throughout history," said Daniel Brubaker, U.S. Postal Inspection Service inspector in charge.

Advisor moves: Raymond James, Wells Fargo reel in billion dollar-plus advisor teams
Advisor moves: Raymond James, Wells Fargo reel in billion dollar-plus advisor teams

Elsewhere, an advisor formerly with a Commonwealth affiliate firm is launching her own independent practice with an Osaic OSJ.

At 90 years old, Social Security remains vital for most Americans' retirement
At 90 years old, Social Security remains vital for most Americans' retirement

A survey reveals seven in 10 expect it to be a source of income, while most non-retired respondents worry about its continued sustainability.

Intention.ly, AssetLink announce new AI to boost advisors' organic growth
Intention.ly, AssetLink announce new AI to boost advisors' organic growth

AI suite and patent for AI-driven financial matchmaking arrive amid growing importance of marketing and tech among advisory firms.

SPONSORED Delivering family office services critical to advisor success

Stan Gregor, Chairman & CEO of Summit Financial Holdings, explores how RIAs can meet growing demand for family office-style services among mass affluent clients through tax-first planning, technology, and collaboration—positioning firms for long-term success

SPONSORED Passing on more than wealth: why purpose should be part of every estate plan

Chris Vizzi, Co-Founder & Partner of South Coast Investment Advisors, LLC, shares how 2025 estate tax changes—$13.99M per person—offer more than tax savings. Learn how to pass on purpose, values, and vision to unite generations and give wealth lasting meaning