Summary of Social Media Compliance & Supervision Solutions

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 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 …

8 July 2010  15 comments

LinkedIn’s Follow Company Feature – Easily track Investment Managers

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LinkedIn’s “Follow Company” feature launched in May 2010 and it is something that will come in quite handy. The “Follow Company” feature will be a great way to track developments at Investment Managers.

16 June 2010  1 comment

Targeting the right age group on Twitter

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 Asset Management       

Data recently collected by the Pew Research Center in January 2010 shows strong Twitter usage by the Millennial generation (ages 18 – 29). As an investment manager, this is all the more reason to be clear what goals and audience you should have in mind when using Twitter.

EverydayTenacity provides FactRight with insight on FINRA & Social Media

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 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 …

25 May 2010  1 comment

Talking with Blue Fountain Media – Lessons learned from working with Investment Managers

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 Asset Management       

EverydayTenacity.com recently had the chance to sit down with the Founder and CEO of Blue Fountain Media, Gabiel Shaoolian. Blue Fountain Media is a result-driven website development and online marketing company, located in Union Square, NYC.

7 May 2010  1 comment

Another Investment Management firm latches onto Twitter

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 Industry News       

Following on the footsteps of Fidelity who recently conducted a successful social media effort to further their brand awareness, American Century now turns to Twitter to promote their brand as well as the philanthropic nature of sponsoring a celebrity golf tournament.

4 May 2010  3 comments

Online financial communities – going nowhere fast

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 Asset Management       

Investment Managers, hoping to increase the effectiveness of their website or online marketing efforts, via online financial communities or sharing of financial advise had better re-evaluate their approach. New research shows they have an uphill battle and are going nowhere fast.

29 April 2010  1 comment

Top 5 Social Media Tips for Investment Managers

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 Asset Management       

The clients and prospects that investment managers are attempting to reach via an active social media strategy already have a warehouse of information options at their disposal. So, why should they connect with you? Let’s explore the top 5 social media tips to make your social media effective.

24 April 2010  3 comments

Top Social Media sites targeted by Investment Managers

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 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.

Online Trust – What it means for Investment Managers

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 Asset Management       

It comes as no surprise that much of the investment management industry continues to be perceived negatively by the general public, whether due to perceptions on executive pay or investment returns. However, investment managers, particularly those who are independent and free from conflicts of interest, such as proprietary trading, can …

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