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Our last post talked about Morgan Stanley’s decision to let its brokers lose into the world of social media. Whilst such moves are generally greeted as signs of progress, they also have the potential to strike unparalleled fear into compliance officers. Regulation, and the need for social media to stay on the right side of …
“Over the last few years, the emergence of Social Media has changed the way in which people communicate with each other, and companies interact with clients.” Those were the words of Andy Saperstein, Morgan Stanley’s head of wealth management, back in May as he revealed the firm’s plan to become the first major US wealth …
Can you imagine buying your next set of home insurance from Facebook? Would you love it or hate it if a change to your Facebook timeline prompted a flurry of financial offers, directly targeted at the latest developments in your life? Well, love it or loathe it, the expansion of social networks into the financial …
As 2012 approaches, I’ve been thinking about new year’s resolutions (drink more water, learn something new almost everyday etc). Top of the list is always to read more and this includes squeezing in blogs: Below is a list of Fund Managers blogs I’ve come across, bookmarked and plan to follow. 1. Franklin Templeton Investments: Mark Mobius blog …
A Kurtosys White Paper: “Online Communities - Why the current model of financial marketing is broken and how online communities can help fix it.” To download the PDF please enter your details below: Name: Email address: This white paper is designed for financial advisors who realise that the wealth management industry faces unprecedented challenges from …