Weekly review of important news in the financial industry, valuable articles about online marketing and compliance updates:

Financial News & Market Commentary

• How Advisors Find Winning Fund Managers. An article by Michael Zhuang on Morningstar. Finding a skilled manager is actually a daunting challenge, because it is hard to separate skill from luck. Take Bill Miller, the legendary manager of Legg Mason Value Trust… read more
• SEC’s Plain-English Rule Will Cost Advisors. As seen on FA Magazine. The Securities and Exchange Commission wants registered investment advisors to describe themselves to clients and prospects in plain English, something likely to require significant time and money… read more
• Reforms to provide temporary defined-benefit pension funding relief. An article from IFAwebnews. Federal reform legislation will enable employers that sponsor defined benefit (DB) pension plans to potentially receive billions of dollars in temporary pension funding relief, according to a new analysis… read more

Marketing & Selling Tips

• Implement a Client Referral Strategy. A marketing guide by Kristen Luke. A client referral strategy is an essential part of any marketing plan because it is an effective and inexpensive way to acquire new clients.  Some advisors are comfortable directly asking clients for referrals, while others or not… read more
• For A Mix Of Marketing Topics: The MENG Blend. An article by Pat Allen on Rock The Boat Marketing. If you’re interested in digital marketing (including social media) at mutual fund and exchange-traded (ETF) firms, you’ve come to the right place… read more

Social Media & SEO

• 5 minutes to learn social media. A blog post by David Rosen on B2B Formula. hat if you have just five minutes to get your arms wrapped around this thing?  Maybe you’ve been called into a meeting on the topic.  Or maybe you’re so skeptical about it and so pressed for time, that you’re willing to give five minutes and no more? read the full article
• 5 Ways to Create Fresh Content for Your Blog. An article by Bianca Male from Business Insider. One of the toughest parts of running a blog is coming up with fresh content. The writing part can be hard enough, and when you’re stuck with writer’s block… read more
• Is The Facebook ‘Like’ Button Off-Limits? And Insights On Advisors’ LinkedIn Use. As seen on AdvisorTweets Blog. Advisors have been repeatedly told that they cannot provide or accept LinkedIn recommendations and that using the Favorites feature on Twitter is verboten. But the Huntington’s SEC Compliance discussion expanded the ban to include Facebook… read more

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