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Registered Rep. September 7, 2011 Diana Britton	Seven B/Ds Sign on With Erado for Interactive Social Media Use The partnerships will allow these firms' reps to post interactive content to Facebook, Twitter, and LinkedIn without pre-approval by their compliance departments.
Registered Rep. September 19, 2011 Diana Britton	More Advisors Using, Prioritizing Social Media, Survey Says Not only are more advisors using social media for business purposes, but more are making it a priority.
Registered Rep. June 16, 2011 Diana Britton	Securities America Jumps on the Social Media Bandwagon Independent broker/dealer Securities America announced its new social media program, which will allow all of its 1,800 reps to access and post content on Facebook, LinkedIn and Twitter.
Registered Rep. July 8, 2011 Lauren Barack	AIG's Advisor Group Kicks Open Door to Social Media For Reps Advisor Group will allow its more than 4,800 independent reps to, in many cases, post freely on Twitter, LinkedIn and Facebook.
Registered Rep. May 2, 2011 Kristen French	Raymond James, Commonwealth to Give FAs Free Reign on Social Media In other words, they will be able to post tweets, updates and comments that have not been pre-approved in real time.
Registered Rep. May 25, 2011 Lauren Barack	Morgan First On Wall Street to Crack Social Media Code Morgan Stanley is in the process of testing a pilot program that would allow its financial advisors to interact with clients and others on social media websites Twitter and LinkedIn.
Registered Rep. October 27, 2011 Kristen French	Momentum Building for Social Media Adoption in Financial Services Financial firms that are using social media are not talking about their products or engaging their customer base.
On Wall Street October 1, 2013 Alix Stuart	A Social Media Presence May Enhance Business Now that advisors are (finally) allowed to use it, social media is finding its place in the marketing arsenal.
Registered Rep. December 16, 2011 Diana Britton	Social Media Archiver Erado to Expand Globally Erado, which provides social media compliance and archiving software for broker/dealers, plans to expand its operations into Western Europe, Canada and possibly Japan next year, and expects to add at least 30 new employees in 2012.
Financial Planning July 1, 2011 Donna Mitchell	Tweet Away It's been a struggle to get advisors to embrace social media because they don't fully recognize its business value.
Investment Advisor June 10, 2011 Janet Levaux	BDs Beware: Banning Facebook Is Bad Policy, Says Socialware's Chad Bockius Socialware CEO says that prohibiting use of Facebook, Twitter and LinkedIn might lead to financial advisors switching firms.
Financial Advisor March 2010 Joel P. Bruckenstein	Beware The Pitfalls The advantages of social media for advisors are being trumpeted loudly, but the risks are heard less.
Investment Advisor April 21, 2011 John Sullivan	Commonwealth Financial to Allow Rep Access to Social Media Beginning in early June of 2011, it would allow its advisors to use social media, including Facebook, Twitter, LinkedIn and blogs.
Financial Advisor July 2010 Andrew Gluck	A New Era With broker-dealers now starting to embrace social media, advisors have many more ways to market their firms.
Registered Rep. November 4, 2014 Megan Leonhardt	Wires Have Biggest Social Media Footprint Out of all advisors, it's those sitting at banks who are most reluctant to embrace social media -- only about one out of every five use it, a number that has not budged much from previous years.
Financial Advisor June 2009 Andrew Gluck	Social Networking And Advisors Advisors are barely scratching the surface in their use of social networking.
Registered Rep. October 19, 2011 Diana Britton	Registered Rep/Wealth Management.com Research: Indies, Insurers Take Lead on Social Media RIAs, independent broker/dealers and insurance companies are taking the lead in social media usage, ahead of wirehouses, regional firms and bank brokerages.
Registered Rep. October 31, 2014 Megan Leonhardt	The Lost Opportunity Despite the greater freedom and advantages using the tools can bring, only 53 percent of advisors at RIA firms are using social media for business.
Financial Advisor January 2012 Brian Hamburger	Who Will Start The Revolution? Big firms give "Big Brother" nod to social media.
Financial Planning September 1, 2008 Brian T. Jones	The Match Game Gaining new, younger clients is vital to ensuring that a practice will succeed in the long term. The easiest way to do so is to tap your existing client base. As older clients pass away, their assets transfer to their children. Getting in front of them now is crucial.
Investment Advisor September 2010 James Manouse	IA Soapbox: B/D Marketing Departments Are Wrong A marketing department must help to make the affiliated rep the dominant rep in their local area.
On Wall Street March 1, 2010 Mark Astarita	Advisors Allowed To Get Social Some firms will continue to ban social media, while others will use the necessary software to allow it-just don't make a recommendation on one of the sites.
On Wall Street May 1, 2010 Gerri Leder	Keeping In Touch And Getting New Business With Social Media Personal use of Facebook and business use of LinkedIn are converging, sometimes leading to new business and sometimes just rekindling relationships with acquaintances who might otherwise be lost.
Registered Rep. January 6, 2010 Halah Touryalai	Wirehouse FAs Switching B/Ds Slows The number of wirehouse advisors switching broker/dealers has been in steep decline since June.
Registered Rep. December 16, 2009 Halah Touryalai	Wirehouse Switching Slows in Second Half of 2009 In November, just 177 advisors in the wirehouse channel switched firms, the smallest monthly number all year, according to Discovery Database.
Registered Rep. March 3, 2010 Kristen French	New Social Networking Site Targets FAs LinkedFA is a new website is trying to cash in on the social networking craze and resolve some of the thorny regulatory questions that social networking sites raise for financial advisors.
Financial Advisor September 2011 Michael W. Byrnes Jr.	Is Google+ Really A Plus? Just as financial advisors were starting to figure out LinkedIn, Facebook and Twitter, the social space just got more complicated. Here are insights on using Google+.
Financial Planning July 1, 2013 Joel Bruckenstein	Tech Review: New Digital Content Services Two new services allow advisors to deliver online content to clients and prospects via social networks.
Registered Rep. March 29, 2012 Jerry Gleeson	Social Media Works, Advisors Say Social media is gaining momentum with financial advisors, new research by Registered Rep. and wealthmanagement.com shows.
Financial Advisor March 2012 Gail Liberman	Social Media Hurdles Some advisors are using social media for marketing, but many haven't spent much time using it because of compliance issues.
Registered Rep. February 16, 2010 Mindy Diamond	Recruiting Bonuses Are Still Strong TD Ameritrade, Schwab, Fidelity and Pershing are all reporting that their pipelines of interested advisors is more robust than ever in their collective histories.
Registered Rep. February 24, 2012 Diana Britton	Some Morgan Keegan FAs Eager for Raymond James' Social Media Tools For some Morgan Keegan advisors, Raymond James is dangling a fairly tasty technological carrot: Immediate access to an advanced social media content, archiving and distribution platform.
CIO May 1, 2012 Kim S. Nash	Financial Company Gets Social, Stays Compliant Commonwealth Financial allowed its financial planners to set up social media profiles and interact with customers by using new tools that let them log conversations
Registered Rep. March 31, 2015 Megan Leonhardt	The Increasingly Happy Broker Generally speaking, the smaller the firm, the happier the broker, according to our fifth Independent Broker/Dealer Report Card survey.
Financial Advisor January 2006 Tracey Longo	Working Smarter, Not Harder As more independent broker-dealers set themselves up as strategic outsourcing partners, they are finding bigger and better firms driven to their door by stagnant or shrinking profit margins and the accelerating compliance melee.
On Wall Street September 1, 2010 Bill Willis	Talking 'Bout The Generations As the traditionalists face the sunset and boomers embrace retirement, it seems essential that brokerage firms and their advisors turn their focus to Generations X and Y.
Financial Advisor June 2011 Michael W. Byrnes	Social Media Networking Becomes Even More Important Whether a believer or disbeliever in the power of social media, it is important to see the trends and know how business will be impacted. This article shares three things to keep up with as the industry evolves.
Bank Technology News May 2011 Clara Shih	5-Step Social Media Plan With more than 800 million active users across Facebook, LinkedIn, and Twitter, social media cannot be ignored. Financial institutions must adapt or face mass customer migration.
Registered Rep. December 21, 2011 Diana Britton	Aite: Bloom Coming Off the Rose of Social Media? Financial advisors are just getting started, and already, the bloom seems to be coming off the rose, Aite Group says.
Registered Rep. September 7, 2015 Anne Field	How to Recruit from the Top R.M. Zalatimo wants to grow by wooing big wirehouse advisors to his independent broker/dealer practice.
Financial Advisor August 2012 Karen DeMasters	The Great Migration Though they aren't moving as fast as they were a few years ago, advisors are still in play for independent broker-dealers.
Financial Planning December 1, 2009 Chris Hall	Socially Adept Participation in social media -- LinkedIn, Facebook, Ning, Groupsite, Twitter, blogs, YouTube -- is now a workplace reality.
Financial Planning June 1, 2012 Ann Marsh	Women Advisors Forum/Chicago: Strategizing to Grow Top female advisors from across America will gather in Chicago on June 12 for a one-day intensive session at SourceMedia's next Women Advisors Forum to share the secrets and strategies they use to boost their practices.
Registered Rep. February 29, 2012 Jerry Gleeson	It's a Tough Route for Younger Advisors Anew report by Charles Schwab, which shows that advisors under the age of 40 are more likely than their older peers to feel pressure to grow their book of business, or to focus on selling proprietary products.
On Wall Street May 1, 2010 Matthew Leung	X Marks The Spot There's no doubt that boomers need your help meeting the challenges of retirement. But what about Gen X, the next generation of investors?
Registered Rep. December 15, 2010 Jerry Gleeson	A New Role for Top MSSB FAs: Bloggers Mike Ross, a portfolio manager at Morgan Stanley Smith Barney who oversees $500 million with a partner, now has a new role: wirehouse blogger.
Financial Advisor February 2012	Social Media Losing Some Appeal With Financial Advisors Despite the hype about the benefits social media can bring to financial advisors, most advisors don't find it very useful in their businesses.
Investment Advisor June 2009 James J. Green	Best of Times, Worst of Times Securities America and Capital Analysts have responded to the financial crisis in quite different ways. But they're also quite similar in how they're proactively changing their business models to help reps and the home office thrive
Financial Advisor March 2012 Mike Byrnes	Massachusetts Addresses Social Media Regulation Results from a July 2011 survey by the Massachusetts Securities Division found a significant growth trend in advisors using social media, but also found compliance deficiencies in existing social media regulations.
Registered Rep. May 13, 2013 Lauren Barack	Baby Boomers Driving the Technology Wave Forget "next-gen." The real push for an online component to the financial advisory business is coming from the older generation, and the change is happening faster than you thought.