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Social Media

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Topic

Has financial press overhyped social media?

The financial industry has a tendency to blame mainstream media for hyping financial news, and yet, is guilty of the same crime where social media is concerned, according to Robert Sofia of Platinum Strategies

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Finect: They have built it (more or less). Will advisers come?

With the launch of Finect into beta, there is a new wrinkle — a new subspecies, really — in the social-media network options for financial services companies.

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  • News
  • October 7, 2013

SEC talks social media and cloud computing security gets clarity

A couple of thought-provoking posts on timely topics

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  • News
  • August 25, 2013

Brokerages charging into social media

Social media is finally getting respect among IBDs and wirehouses as a legitimate and even necessary part of marketing and business development.

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Kitces: 11 blogs for all financial advisers to follow

While there are many lists of blogs out there, financial planning's own social media “power tweeter” Michael Kitces, partner and director of research for Pinnacle Advisory Group and publisher of The Kitces Report and his own blog, Nerd's Eye View, maintains a list of blogs specifically relevant for financial advisors.

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The financial adviser’s quick guide to social media archiving

Social media is an incredibly fun and effective way to engage with millions of people online. Along with the excitement, however, is the perceived buzz kill—FINRA and SEC compliance standards.

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Firm helps advisers with social media

Given the welter of compliance issues that they face, financial advisers remain understandably cautious about using social media.

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Investors using social media to glean investment advice, study shows

It would seem that lots of people are actually using the blogosphere and social media sites for investment…

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Making the most of social networking

Somewhere between the hype and the compliance-driven negativity lies the truth about social networking for financial advisers: the technology offers great potential.

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Dexrex on social media

Dexrex Gear ChatSync is now offering archiving and message management for social networking sites including Twitter, Facebook and…