Comments for IFA Websites

Comment on Twitter + Compliance = Rocky road? by Chad Bockius

Chad Bockius — Sat, 06 Feb 2010 14:04:28 +0000

I've been doing a lot of work analyzing the FINRA guidelines as the apply to Social Networks. Hopefully there are some good learnings for this group. If you are interested in learning more check out the Companion Guide to FINRA Social Networking Compliance http://bit.ly/8xT73y. It picks up where Notice 10-06 (clarification on social network use) leaves off, offering additional detail on social networking considerations and a checklist of requirements for choosing a social networking compliance vendor. One other resource - this is a complete summary from the FINRA Social Networking webinar held on Feb 3rd - http://bit.ly/amiwhf Feel free to follow me on Twitter @bockius - I'll be doing much analysis in this space in the coming weeks.

Comment on Social Media in Financial Services by Twitter + Compliance = Rocky road? – IFA Websites

Twitter + Compliance = Rocky road? – IFA Websites — Wed, 03 Feb 2010 11:42:14 +0000

[...] Media yet stay on the straight and narrow when it comes to compliance. As mentioned previously social media in financial services is to taking off in the UK and I love social media. We should all be using it to engage and foster [...]

Comment on Social Media in Financial Services by Philip Calvert

Philip Calvert — Tue, 26 Jan 2010 07:17:52 +0000

Thanks for your kind comments. Yes, it does seem to have been a huge success, with some people saying it was the best industry conference they have ever attended.

Many people told us that we must do it again soon, so the good news is that the date for Social Media in Financial Services 2 is being announced today at 3pm at http://www.twitter.com/ifalife

Phil

Comment on Yet more top UK financial adviser and IFA websites by Kate Marsdn

Kate Marsdn — Fri, 22 Jan 2010 22:59:57 +0000

Thanks for the mention; nice to be appreciated!
Kate
(PS we do like just advice’s too, all credit to them..)

Comment on Yet more top UK financial adviser and IFA websites by uberVU - social comments

uberVU - social comments — Fri, 15 Jan 2010 23:00:40 +0000

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