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BIConline

  1. Wells Fargo names Kamra to new head of advice role. bit.ly/JYScK5, #wealth, #bankadvisors, #financialadivsors about 20 hours ago via web
  2. #FINRA Enforcement: 25 top cases from ponzi schemes to conflicts of interest. bit.ly/LMPGHh, #bankadvisors, #financialadvisors about 20 hours ago via web
  3. Investors flee US #stock funds. bit.ly/JuibEv, #stocks, #equities, #bonds, #mutualfunds 9:20 AM May 24th via web
  4. Webster bolsters private banking business. bit.ly/Kiw2ic, #bankadvisors, #financialadvisors 9:20 AM May 24th via web
  5. Secret to social media success: don’t give financial advice. bit.ly/KoWQ1g, #bankadvisors, #financialadvisors 9:12 AM May 23rd via web
  6. Knowing when to fire clients. bit.ly/KC9doU, #bankadvisors, #financialadvisors 9:11 AM May 23rd via web
  7. Want to woo #retirees? Romance them with words. bit.ly/LoOLdb, #bankadvisors, #financialadvisors 9:11 AM May 23rd via web
  8. How can advisors woo retirees? Remember to avoid the word "retirement" bit.ly/LqxzQZ 8:36 AM May 23rd via HootSuite
  9. How many #whistleblower tips does the #SEC get in day? bit.ly/JU6zNO 6:48 AM May 23rd via HootSuite
  10. Advisors must know when to fire a client: “If the phone rings and you cringe, it’s time for that client to go." #WAF12 bit.ly/KJSOSI 6:03 PM May 22nd via HootSuite
  11. Financial planners need to start taking advantage of #Facebook, says social media expert @amymcilwain but how? bit.ly/LkYPE7 #WAF12 2:12 PM May 22nd via HootSuite
  12. What's the secret to social media success for advisors? Don’t give financial advice: bit.ly/JEe64k 1:35 PM May 22nd via HootSuite
  13. Many clients have probably inquired about buying shares of #Facebook. Here’s how and when you can oblige. bit.ly/KJreVX $FB 1:34 PM May 22nd via HootSuite
  • Name Bank Inv. Consultant
  • Location New York, NY
  • Web http://www.bankin...
  • Bio Magazine and website for bank-based financial advisors
755 Following 1,259 Followers 36 Listed
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