Asset Management       

Fabeetle.com is a website now in beta mode that enables consumers and Financial Advisors to interact in an online platform that takes into account some of the regulatory and compliance challenges posed by FINRA and the SEC. Today we learn more about Fabeetle.com and provide some suggested enhancements.

 Announcements       

A recent conference was held in New York City on Wednesday, March 24, 2010 presenting the topic of protecting and strengthening your brand across the social web, or more aptly referred to as Social Reputation Management. Read more for the highlights of companies who are active in the social media …

 Asset Management       

As an advisor at an investment management or advisory firm, your job is to secure new clients, enhance communication with current clients, and promote your firm. What better way to accomplish all of the above with very little marketing budget than with Social Media tools like Twitter and LinkedIn. If …

 Asset Management       

There is lots of buzz in the investment management industry and advisory business right now about using social media to communicate with clients and prospects. However, I think there are some more fundamental changes that social media will force on the investment management industry and processes.