More Advisors Using, Prioritizing Social Media, Survey Says
Sep 19, 2011
Not only are more advisors using social media for business purposes, but more are making it a priority. According to a Socialware survey of nearly 150 FAs on their use of social networking sites, 40 percent of advisors said they’re making...
Seven B/Ds Sign on With Erado for Interactive Social Media Use
Seven B/Ds Sign on With Erado for Interactive Social Media Use
Sep 07, 2011
Seven broker/dealers have signed on this week with software provider Erado to launch interactive social media initiatives for their financial advisors. The new b/ds, represent about 5,000 reps.
NPH Adopts Social Media Strategy to Help Reps Connect with Clients
NPH Adopts Social Media Strategy to Help Reps Connect with Clients
Jul 27, 2011
National Planning Holdings (NPH), the independent broker/dealer network of Lansing, Mich.-based Jackson National Life Insurance Company, plans to roll out a social media initiative this fall, which will allow its 3,563 reps to use Twitter...
AIG’s Advisor Group Kicks Open Door to Social Media For Reps
Jul 08, 2011
Advisor Group, a network of three independent broker/dealers which is a subsidiary of insurance firm AIG, launches an ambitious social media initiative Monday, allowing its more than 4,800 independent reps to, in many cases, post freely on Twitter...
Under-50s Seen as Lucrative Opportunity for Wealth Managers
Under-50s Seen as Lucrative Opportunity for Wealth Managers
Apr 13, 2011
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President of FSC Resigns Suddenly
Mar 29, 2011
Mark Schlafly, president and CEO of FSC Securities, has suddenly resigned from his position at the AIG Advisor Group broker-dealer because of a family medical emergency, an industry source familiar with the situation told Registered Rep.
Meet The Indies
Meet The Indies
Nov 01, 2010
Q&A with CEOs of Cetera and AIG Advisor Network.
Comings & Goings: October 2010
Oct 01, 2010
Cetera Financial Group, the independent broker/dealer group, hired Alex Kaye as vice president, and Kian Rafia joins as director of advisory products. Kaye spent the last three-plus years with Wilshire Associates as senior portfolio manager, vice...
UBS Ran Gauntlet, Beats Merrill, Says Bob Mulholland
UBS Ran Gauntlet, Beats Merrill, Says Bob Mulholland
Jun 10, 2010
“We are really the only major relevant firm that actually went into the 2008 and 2009 abyss and came out the same firm,” Mulholland told Registered Rep., in an exclusive interview at his office in Weehawken, N.J. “We went in as...
Waiting on McCann’s Plan for UBS
Waiting on McCann’s Plan for UBS
Mar 30, 2010
The renewal plan for turning around the asset-gathering-challenged UBS Wealth Management Americas should be released within two weeks.
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