Weekly Twitter Updates for 2010-11-07

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 Announcements       

Thanks @JoyceMSullivan and @PWDoherty for the tweets on the 4-stage maturity model for Financial Services #socialmedia http://bit.ly/cANSPM+ in reply to JoyceMSullivan #
Brad Childress and @VikingsFootball defense was clueless on that last Patriots drive. 6 days of prep and 4th quarter was pitiful #stribvikes #
Star-Tribune survey: Of 18,800-plus who voted, ~72 …

Conflict of interest risk in the asset management industry

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 Industry News       

A study of the Spanish mutual fund marketplace has uncovered the possibility of a huge conflict of interest on behalf of some Asset Managers.

Asset Management Industry News: Financial Reform bill, active ETFs, Mergers and Acquisitions

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 Industry News       

A selection of 6 noteworthy asset management industry news stories that you might have missed.

Weekly Twitter Updates for 2010-10-24

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 Announcements       

Good international investment approach, invests qtrly in 10 ADRs appearing most often across hedge funds http://bit.ly/9ElLsg @AlphaClone #
Turbo Tax Facebook Push Yields Only 1% response but 100,000 New Customers http://t.co/oqLHLFG via @adage #
Apple Conference Call: Steve Jobs Goes off on competitors. Seems to me like a signal to sell $AAPL ? …

iPad advertisements are emerging from Investment Managers

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 Asset Management       

Besides Financial Advisors using iPads for presenting to their clients and Morgan Stanley launching the first Wall Street iPad app for investment research, at least two investment managers are spending on iPad advertisements to extend their marketing messages.

How can Financial Services companies increase their engagement in social media?

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 Asset Management       

Presenting a four stage maturity model for Financial Services companies who are interested in social media, wondering how to get started or what to do next.
The four stages that are explored in this maturity model are:

20 October 2010  7 comments

Financial Advisors get help connecting with their clients

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 Industry News       

Many financial advisors who are independent or work for small to mid-size wealth managers do not have the luxury of an in-house marketing, research and writing staff. Now, advisors facing this situation are going to get assistance running a successful marketing and communication plan.

Weekly Twitter Updates for 2010-10-17

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 Announcements       

No cost of living adjustment for Social Security? IMO, seniors could have avoided issues if they saved more and planned retirement better. #
Many hedge funds missed the Sept rally. TrimTabs reports that of hedge funds, only 31% were bullish on the S&P 500 – http://bit.ly/9jGZDI #
Exploring how many tweets actually …

What matters most when it comes to websites for financial advisors?

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 Asset Management       

In the 12th annual survey of websites for financial advisors, kasina found a number of attributes that describe the websites that do the best job of solving the needs of financial advisors. Engaging, useful resources and accessibility are key.

8 October 2010  1 comment

How to make your investment management sales force 20% more efficient

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 Asset Management       

No one said it would be easy to get 20% more productivity out of your financial advisor sales force. But it could be possible by focusing on one key initiative and two fundamental issues.

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