Industry News       

The Vanguard Group is another investment manager who has seen the potential of Twitter and recently launched their presence after nine months of planning on how to deal with compliance, content and staffing. Read on for highlights of a recent Ignites article covering the Vanguard launch.

 Asset Management       

What do industry experts identify as the top 5 challenges of incorporating social technologies into Financial Services? As a result of moderating a recent interactive round-table discussion, we can now find what the top challenges are! Read on to learn more…

 Asset Management       

Maintaining compliance with regulatory requirements is one of the major obstacles that Investment Managers, Brokers and Financial Advisors are facing before jumping into social media. If you haven’t heard your Legal & Compliance department say they don’t have the people necessary to monitor all of the firm’s social media, then …

 Announcements       

In FactRight LLC’s most recent newsletter, EverydayTenacity was called upon to provide a synopsis of FINRA’s Regulatory Notice 10-06 on social media.
It is my pleasure to provide a reprint here and be sure to check out FactRight’s independent research to broker dealers and registered reps.
FINRA 10-06 social media_issues
View more documents …

 Asset Management       

Financial Advisors as well as Investment Managers are increasingly establishing their digital presence on a number of the top social media sites now that they have had some time to digest the rules established by FINRA’s 10-06 regulatory notice. Read on to see what are the top sites.

 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       

Today, we present a look at social media in the investment management industry from the stand-point of a technology solutions provider. Chad Bockius from Socialware Inc., the Social Middleware Company,  has provided this guest post covering 5 powerful questions and answers.

 Announcements       

EverydayTenacity.com is two months old and February 2010 was a busy month. Lots of original content and refining of the site design. I’ll recap the top posts from last month and look ahead to March 2010.

 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       

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 …