A top Morgan Stanley Smith Barney compliance officer said recently the company has been surprised to discover that its financial advisors in their 50s and 60s were achieving more success in the use of social media than younger advisors. The ...
financial
Allow me to start with a complaint. Why would The Charles Schwab Corporation put “60 seconds” in the title of its new video series when the videos average two minutes? I guess you could argue the long-running television program “60 Minutes” ...
I have always been a law-abiding Tweep. So, seeing a pink banner from Twitter police splashed across the top of my profile last week was a real shock. Seeing all of my followers and those I follow reduced to zero ...
The movement launches on March 27. It’s not out to solve world hunger or end any wars. It is, simply, an effort to make young adults aware of the advantages of the Roth IRA. Say what? That’s right. The ...
It is common practice in web strategy to drive users of your social media content back to the mothership–your company website where all sorts of approved content resides. iShares has a different approach. Their social media strategy is to increase consumption ...
Senior managers in highly-regulated financial firms are hearing the same question from younger team members: when can I start using social media to build my book? There are fewer reasons to say no with every passing day. As I wrote ...
Social networks are surveillance platforms for bad guys. If you’re not careful, you can be tricked and attacked by criminal syndicates trying to siphon funds from your company’s treasury, state sponsored organizations that want to hijack your company’s intellectual property, ...

