News & Events

YOUR PRACTICE: Social media tricks to help advisers get new clients

Reuters

Advisers attract clients with social media (more…)

Wealth Management Firms See Social Media Influence Growing

On Wall Street

Wealth management firms are still gradually introducing their financial advisor forces to social media, but three years from now they fully expect the new medium to have fully taken hold in the industry. (more…)

Socialware and LinkedIn Offer Four Part Webinar Series for Financial Advisors

MarketWatch

“How-To” Webinars Teach Advisors How to Get the Most out of LinkedIn Profiles (more…)

MAKING SENSE OF IT ALL: Don’t underestimate social media impact

ABA Banking Journal

It may be getting tedious hearing about how Facebook, Twitter, and other social media outlets are the big new thing for business, including retail banking, but the facts are the facts: business social media is a big thing, and it’s no longer new. (more…)

Wedbush Green Lights Advisors’ Social Media Activity

On Wall Street

Wedbush Securities has launched a new social media initiative for financial advisors, investment bankers and equity traders that encourages them to use Twitter, LinkedIn and Facebook to boost their respective books of business. (more…)

Wedbush Securities Gives Firm-Wide “Green Light” to Engage in Social Media

MarketWatch

Financial advisors, investment bankers, traders and more, allowed to engage in social media for business use (more…)

Socialware to receive additional funding from CrunchFund, other investors

InvestmentNews

Congrats to Socialware Inc., they announced $7 million in new funding today. (more…)

Austin-based Socialware lands investment from high-profile venture firm CrunchFund

Austin American Statesman

In a move that widens its network of high-profile supporters, Austin-based Socialware has received funding from newly formed Silicon Valley venture capital firm CrunchFund. (more…)

CRUNCHFUND JOINS SOCIALWARE SERIES C FUNDING

Investors bank on business social networking getting personal (more…)

Socialware Appoints Former Salesforce.com CIO to Advisory Board

Kirsten Wolberg Brings Technology Management and Financial Services Background to Leading Social Media Engagement Company (more…)