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Social Media Networking for RIAs

Editor’s Note: The article below is an updated version of the original document written by Joe Polidoro and Marketeria in 2010. As social media continues to evolve, so do our tips for social media compliance and engagement in financial services.  More and more RIAs are successfully marketing themselves on LinkedIn, Twitter, Facebook and other social media platforms. [...]

Social Media Minute Podcast by RegEd: Security Checkup

As social media platforms continue to evolve, so do their security and privacy settings. As a reminder, we always encourage going through your profiles and taking a look at your settings, double checking to see if your material is completely public, shared with only certain people or completely private. Furthermore, the controls can be interpreted differently depending [...]

Social Media Minute Podcast by RegEd: (Google) Now I Get It

Google recently made it’s intelligent assistant app Google Now available to iOS devices. Previously only available on Android devices, Google Now pushes out information when you need it, telling you the current temperature while getting dressed in the morning or giving you a heads-up that there’s more traffic than normal for your morning commute. Google Now will [...]

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