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Compliance

MarketCounsel and Arkovi Announce Partnership

by Arkovi on November 16, 2010

This partnership advances financial advisors’ ability to participate in social media. Advisors have a keen interest in social networking and the alliance between MailBanc and Arkovi helps them clear a significant compliance hurdle by integrating the social media activity of their reps with their email activity.

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A Day in the Life of an Advisor Using Social Media (updated edition)

by Arkovi on November 3, 2010

Editor’s Note: We are pleased to offer an updated edition of Russ Thornton’s original post of a day in an advisors life using social media. Candidly, this has been the most read post on our blog since our launch in September 2009. Russ was kind enough to provide an inside glimpse of how a successful advisor has developed a workflow to integrate social media into his business. We found it compelling that he has found an approach that enables him to leverage a broad menu of platforms while managing content creation (Hootsuite - which we happen to love too!) and archiving/backup (ahem, using Arkovi) from consolidated tools. All of us welcome your feedback, comments and questions.

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Navigating Facebook Fan Pages for Financial Advisors

by Arkovi on October 21, 2010

Join us for a free Arkovi webinar on 10/27/2010 at 11am EDT and learn how to leverage Facebook Fan pages for your financial practice. Expert social media strategist Stephanie Sammons will explore how Facebook Fan pages work and how to implement them.

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A Comprehensive, Easy to Use Solution for Email & Social Media Archiving

by Arkovi on October 8, 2010

Social media has rapidly evolved from a curiosity to a key communications, marketing and service channel for your business. The challenge is integrating it into your operational practices without disruption. Through a strategic partnership, BMRW & Associates, Inc. (developers of Arkovi, the premier social media archiving solution) and MessageWatcher, LLC (a leading communications archiving and surveillance provider) are offering a comprehensive email, messaging and social media archiving solution.

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Compliant Social Media - How To Do It

by Arkovi on September 7, 2010

We receive a lot of questions around compliance - specifically leveraging social media under FINRA and SEC regulatory rules and guidelines. We also invest a lot of energy in educating and raising awareness on this topic through articles, webinars and other efforts.

Recent efforts include:

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Three Steps to Getting Social Media Right with Your Web Site

by Arkovi on August 27, 2010

Three steps to getting social media right with your web site featuring @advisorwebsites and @arkovibackups on 9/22 at 2 PM EDT via https://www1.gotomeeting.com/register/734978632

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How to Choose the Right Social Media Strategy

by Arkovi on August 24, 2010

How to choose the right social media strategy for your business. Achieving compliance, brand management and the ability to measure results. Found on the @advperspectives web site at http://bit.ly/bhIRzw

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Social Media 101 for Advisors - Promote & Protect Your Firm

by Arkovi on August 10, 2010

Featuring guest speaker Chris Winn, managing partner at Advisor Assist, and part of the Arkovi webinar series. Chris provides an expert review of the compliance requirements for leveraging social media. Recorded August 4, 2010. Social Media 101: Promote And Protect Your Firm View more videos from Arkovi.

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Augie Ray, Forrester interactive marketing blog author

Don’t Kill the “Social” Messenger - via @augieray

by Arkovi on August 9, 2010

Augie Ray shared his views on a recent Fortune article on his Marketing & Strategy blog at Forrester. What leaps off the page to us is the core business problem today: How can I leverage social media, empower my team(s) yet satisfy corporate governance, brand management and compliance?

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Social Networking for RIA’s

by Arkovi on July 21, 2010

We welcome Joe Polidoro and Triplestop LLC in this guest blog post on social media in the regulatory world of investment advisory. Joe and his team are financial services veterans with a clear vision for the intersection of compliance, marketing and operations. More and more RIA’s are successfully marketing themselves on LinkedIn, Twitter, Facebook, and [...]

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