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  • Rail_thumb_stauffer

    Client Onboarding 2.0: Resetting the Bar

    Intensifying regulatory scrutiny is increasing pressure on banks and broker-dealers to know their buy-side clients. But the data collection process can be challenging, and it is repeated with the same buy-side ...
  • Rail_thumb_asness

    Asness, Bogle on Investment Strategy, Pension Funds

    Clifford Asness, managing and founding principal of AQR Capital Management, and John C. Bogle, founder of Vanguard Group, talk about investment strategy, fund management and the outlook for pension funds. ...
  • Rail_thumb_merrin

    Dark Pool Transparency Critical: Liquidnet’s Merrin

    It has been a tough year for dark pools, but according to Seth Merrin, Liquidnet chief executive, they provide a valuable service. He talks to the FT’s Josh Noble about regulatory interest in dark pools and the ...

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20 November 2012

White Paper: Working Smarter: Engaging Prospects And Clients Through Social Media

For financial advisors, social media represents a powerful addition to traditional marketing and networking activities. With the right strategy in place, social networking can be an important tool for both client acquisition and retention, enabling you to enhance brand awareness, deepen existing client relationships and find prospects and convert to clients.

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