Janney's biggest investment in social media is public relations...their advisers are not using social media yet but it will happen#finra
— Jim Pavia (@jimpavia) May 22, 2012
Finra panel: avoid investment product specific discussions in social media or networking postings#finra
— Jim Pavia (@jimpavia) May 22, 2012
Finra panel says avoid confusion.the firm's team needs to convey the same company message when posting on various social media sites.#finra
— Jim Pavia (@jimpavia) May 22, 2012
vanguard panelist says firm goal is to go to where their investors reside in social media. They use FB twitter and private community#finra
— Jim Pavia (@jimpavia) May 22, 2012
At finra:panel says pressure is on firms to build customized apps for Facebook. Firms need to think it through and do so with caution#finra
— Jim Pavia (@jimpavia) May 22, 2012
Social media compliance is a hot topic: attendees at finra conf have heads down and are taking tons of notes at panel discussion #finra
— Jim Pavia (@jimpavia) May 21, 2012
At finra: panel says reps must redirect biz questions on their personal social media sites to work sites for recordkeeping obligation#finra
— Jim Pavia (@jimpavia) May 21, 2012
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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