Boo! Don’t let the ghost of compliance haunt you this Halloween. It’s time to dig that grave and lay the ghost to rest. Sound a bit ghoulish? A trick instead of a treat? Not to worry. I know many people fear using social media because of compliance concerns. Whenever I speak or train on the […]
Portland, Oregon — September 12, 2014 — ShoeFitts Marketing shows financial services firms how to develop a social media policy with comprehensive steps and strategies in the newly released Best Practices for Financial Services Firms: Rolling Out a Social Media Policy white paper. “Despite today’s overwhelming demand for social media connectivity, many firms and broker […]
For the past 40 years, the Employee Retirement Income Security Act (ERISA) governed the retirement plan landscape. Since it’s creation in 1974, ERISA has undergone more than 50 major and technical alterations
Yahoo! The growing importance of social media commentary and web-based review sites is being recognized by the Securities and Exchange Commission (SEC) Division of Investment Management. Finally, investment advisors can join the world or restaurants, hotels, and other business entities by sharing endorsements from sites like Yelp and Angie’s List.
Sheri’s regular blog is tracking the development of her digitalEQ platform, as well as sales and marketing trends affecting the financial services industry. She also sends a biweekly e-newsletter to the nation’s leading retirement plan and wealth management industry professionals. Join the hive!
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