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    The Financial Advisor'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. To be specific, the requirement to archive and retain records of all communication via ...

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    Topics: archiving software, compliance standards, General, social media archiving

    Webinar Slides: Social media for financial advisors

    According to a recent study we conducted a few months ago, 33% of the financial advisors surveyed told us that social media was their most effective online marketing way of communicating with new clients and prospects.

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    Topics: facebook for financial advisors, LinkedIn for financial advisors, social media archiving, twitter for financial advisors, Social Media, social media guide for advisors, webinar for financial advisors, youtube for advisors