Posts Tagged ‘ Social ’

The adoption of financial services social media may be getting a boost as FINRA recently released its long-awaited update on its usage.  Some of the highlights include the fact that broker-dealers don’t have to track every message sent through social media — only ones that relate to business purposes. Unscripted interactions can be reported after they occur.  Whether this will trigger an upsurge in financial services social media remains to be seen.  In guidance published on its website, FINRA offered fresh guidance about the approvals financial services need before communicating with potential or existing customers on social media sites or [...]

Slowly but surely, financial services social media is growing. How could it not be growing?   Financial services providers can no longer afford not to engage in social media. Several surveys of advisors and investors indicated that they’re using these platforms in a major way. They are rapidly discovering that potential clients are using mobile devices — it’s not just kids anymore – succeeding in the finance world requires a financial social media presence. In fact one of the fastest groups of adaptors is the highly desirable high net worth market.   Financial services social media can mean a number [...]