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.
26 March 2010
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Many high net worth clients have a hard time identifying the investment management firms they wish to partner for their wealth management needs. It’s not like a wealthy individual is going to browse the yellow pages to find an advisor. Why would social media be any different?
16 March 2010
2 comments
After releasing their regulatory notice 10-06, FINRA conducted a webinar including interactive Q&A session on February 3, 2010 to expound on and hopefully clarify their guidance on the use of blogs and social networking sites for communications sponsored by a financial services firm or a registered representative.
Read on to see …
12 February 2010
5 comments
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