I am looking forward to my participation in the Performance Measurement Americas (PMA) 2018 panel discussion entitled “Time for Full Automation,” which will take place Friday, March 9, at 12:05 p.m. at The Westin New York at Times Square, 270 W 43rd St., New York, NY 10036. Putting automation around the calculation of investment performance
Back-Office
Redesign Your Thinking
By Adam Sherman, Social Media Director at New York Life. Fiction Factory, a Scottish pop group from the 80s, was in rotation on Sirius XM’s New Wave channel this morning. The band’s name struck a chord with me. It turns out the music group’s moniker aptly captures the zeitgeist that is playing out in our
Compliance
FTF News Video: Thrivent Financial Embraces Social Media Compliance
In a video interview with FTF News, Thrivent Financial’s Stacey Eckes-Borys discusses the best practices for making certain social media usage comply with regulatory guidelines, and how firms can use technology to optimize the benefits from social media usage. [youtube https://www.youtube.com/watch?v=93sBsPkAqYA] Be sure to look at FTF’s SMAC New York 2015 conference, our annual Social Media
Social Media
Sheryl Brown Talks Social Media Best Practices
Ash Brokerage’s social media guru Sheryl Brown talks to FTF News editor, Eugene Grygo, about best practices and lessons learned from using social media. [youtube https://www.youtube.com/watch?v=z4kY8_APVGY] Join FTF for our annual SMAC New York 2015 conference on social media and compliance in the financial services. From social media strategies to compliance issues, this is the premier
Compliance
FTF Rings the Opening Bell for Nasdaq
Maureen Lowe provides a first-person, behind-the-scenes account of ringing the opening bell for the Nasdaq trading day. As you might have seen in our announcements earlier this week, the Nasdaq invited FTF to ring the opening bell yesterday as we kicked off our annual FTF SMAC NY event focusing on social media and compliance in
Compliance
Why Financial Services Brands Aren't Equipped for Social Media Risk & Compliance
Guest Contributor: Devin Redmond, Nexgate CEO and Co-founder No longer are financial brands and organizations able to focus solely on storefronts, email aliases and toll free numbers for customer engagement and support. Nowadays, a brand must engage customers 24/7 in social media. However, as we have seen with the rise in social media spam, the
Compliance
Insurance and Innovation: Are you In or Out?
Guest Contributor: Sheryl Brown, Social Media Coordinator, Ash Brokerage So when you say “financial services” or “insurance” do you immediately think of the word “innovation”? Um … likely not. (Hint: We are not the cool kids on the bus. I hate to break it to you this way.) Why is that? Why, as a group of
Compliance
Information Technology Responsibility for Social Media
Guest Contributor: Blair Rugh, Chief Compliance Officer, Temenos Social media and other forms of electronic communication are becoming the principal advertising and marketing tools of many financial institutions. First, they are inexpensive. Second, they can be targeted as narrowly or broadly as the bank wishes. Finally, the readership percentage is pretty high compared to print advertising.
Guest Blog
Get Busy Living [Digitally], or Get Busy Dying
![Get Busy Living [Digitally], or Get Busy Dying](https://www.ftfnews.com/wp-content/uploads/2014/07/victorgaxiola-hs-bio-june2014-150x150.jpg)
Guest Contributor: Victor Gaxiola, Customer Advocacy Manager, Hearsay Social Anyone familiar with the movie “The Shawshank Redemption” will remember the line, “Get busy living or get busy dying.” It kept echoing in my head as I read the annual World Wealth Report released by Capgemini and RBC Wealth Management and thought about our digital world.
Guest Blog
Financial Advisors: Don’t Forget The Next Generation
Guest Contributor: Theresa Daneman, Social Business Specialist, Socialware Every great advisor knows that forming a solid relationship with clients is critical in order to effectively build investment portfolios strategically around personal goals such as saving for retirement, the purchase of a new house, or perhaps, even a vacation home. But all too often, advisors stop
