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
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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…
22 July 2010
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Helping the Investment Management industry make sense of what’s heads or tails in the evolving and fast moving arena of social networks is just one of the types of topic covered here on EverydayTenacity.com. To further the conversation, I would like to share with you a useful graphic depicting a …
13 July 2010
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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
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FundFire recently covered the state of institutional investment manager websites. At least seven institutional managers are in various stages of revamping their online presence.
21 May 2010
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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
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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.
18 February 2010
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While syndication of videos is rampant via websites like YouTube, it is questionable if that is the most appropriate platform for investment managers who worry about brand reputation and attracting the right, qualified audience. Well, now there is a new platform for broadcasting research, market commentary, trade ideas and conferences …
16 February 2010
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Web 2.0 in San Francisco is coming up. This Year’s Theme: The Power of Platforms
10 February 2010
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