Blog Articles

    Filter by tags
    See all
    Filter by months
    See all

    SEC: National Examination Risk Alert

    The SEC has recently published a document observing the use of social media by financial advisors, and provides some cautionary measures it deems prudent.

    Read More

    Topics: facebook for CFP, financial advisors on twitter, LinkedIn for financial advisors, Social Media, social media guide for advisors, social media integration, social media tools for financial advisors

    Still Not Convinced Twitter is Here?

    Although the number of active Twitter users doesn't really compare to the amount that Facebook has, the power of Twitter's smaller (in comparison) user-base is incredible.

    Read More

    Topics: financial advisors on twitter, the power of twitter, twitter for financial advisors, Social Media