Updated Sunday, May 19, 2013 as of 11:19 AM 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The Financial Industry Regulatory Authority has temporarily withdrawn a controversial proposal to require advisors, brokers and firms to incorporate links to the BrokerCheck database when they post content to social media sites.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 »
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 »
As entrepreneurial clients build their businesses, advisors should bring in specialists to maximize the value more »
Vendors of social media compliance software are expecting a nice boost from the FFIEC's complex new rule proposal. more »
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