News & Events

Compliance is King

LifeHealthPro

3 reasons to consider a third-party review for your marketing materials (more…)

Penn Mutual Partners with Socialware to set up Producers for Social Media Success

Financial Professionals Will Use Facebook, LinkedIn and Twitter to Build Valuable Client Relationships (more…)

Socialware Brings Compliance Expertise to Facebook Preferred Marketing Developer Program

Yahoo Finance

Financial Organizations Rely on Socialware for Compliant and Effective Social Business (more…)

Asked and Answered: How Social Media Can Take Your Practice to the Next Level

On Wall Street

Clients are using social tools to connect, share and explore the world in increasingly greater numbers. (more…)

RIA and Broker-Dealer Ameritas Partners With Socialware for Compliance

FINANCIAL PLANNING

The more than 1,300 registered representatives and financial advisors at Ameritas Investment will now be able to breathe easy as they tweet — the RIA and broker-dealer just partnered with Socialware, a provider of social media compliance software. (more…)

On Wall St., Keeping a Tight Rein on Twitter

New York Times

Fay DeBellis, an adviser at Morgan Stanley Smith Barney, posted the financial firm’s 2,000th Twitter message. (more…)

Ameritas Investment Corp. Partners With Socialware to Empower Advisors With Tools for Social Business

MarketWatch

Investment Professionals Build Valuable Relationships and Interact With Customers on Social Networks (more…)

Annual Computerworld Honors Program Names 2012 Laureates

MarketWatch

Global Information Technology Awards Foundation Pays Tribute to Individuals and Organizations That Use Information Technology to Benefit Society (more…)

Duncan-Williams Advisors Use Socialware for Successful Social Business Engagement

Social Networks Provide Ideal Channels to Nurture Valuable Client Relationships (more…)

Protect Your (Online) Rep

Registered Rep

These days you can’t afford not to be online if you want to build and safeguard your “brand.” There are many things you can do to head off potential trouble and make sure potential clients don’t stumble upon a nasty surprise during a search. (more…)