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Memo to Smaller FAs: “Always Be Connecting” with Social Media
By D. Bruce Johnston During Huntington Asset Services’ recent social media webinar event, I mentioned the new “ABCs” of financial social media. Social media helps small advisors and managers stand out...
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Advisolocity Named to Financial Social Media Leadership Council
By D. Bruce Johnston, President & CEO, Advisolocity Social media agency Advisolocity was invited this week to join a new leadership council that aims to cultivate and communicate the best...
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Searching for the Best Archiving Solutions – Here are Three
By: D. Bruce Johnston, President & CEO How social media is used determines the best archiving solution Social media’s popularity, reach and place in the workplace is undeniable. Fund companies...
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What do the Reds, LSD, Doc Ellis and Kent State have in Common?
By: D. Bruce Johnston, President & CEO At the very moment in last nights NLDS game that I thought the Reds looked more like the Keystone Cops than a professional baseball team I received the...
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RIA Forum on SEC Form ADV Part 2 Launched
What is 174 pages, calls for two sub-parts, one part calling for 18 different disclosures, and will take firms 15 to 60 hours to complete with cost estimates ranging from $3,000 to $10,000? Clarity...
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Read RIA Tweets from Schwab Impact 2010
For the past 19 years, Charles Schwab & Co, Inc. annual conference, IMPACT, has been bringing relevant presenters, exhibitors, subject-matter experts and advisors together in a conference to help...
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To “Friend” Is the Trend: Social Media & Financial Services Today
That is the title of financial services research firm Corporate Insights update to their 2008 study on the topic of social media in financial services. The attached video interviews Alan Maginn,...
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Financial Services Firms – 73% of Your Potential Customers are on Facebook
From time-to-time I find myself needing a reality check on the usage of social media. Like some, I often wonder if there is a lot of noise about something that is loosing steam or are people actually...
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Financial Institutions Clients Demand “Honest Communication” and “Transparency”
In the world of financial services, social media is certainly an enigma. Rare is the day we don’t see an article on the benefits social media can provide us both personally and professionally. Yet...
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Educating Advisors About Social Media
How Firms Are Complying With FINRA 11-39 By: D. Bruce Johnston, President & CEO As social media begins to play a more prominent role in the everyday lives of advisors clients, advisors...
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