Latest News
- Derivatives Operations +
-
Securities Operations
+
- Affirmation, Allocation & Confirmation
- Back Office
- Buy-Side
- Case Studies
- Clearing
- Corporate Actions
- Data Management
- FX Operations
- Hedge Fund Operations
- Industry News
- Mergers & Acquisitions
- Middle-Office
- Operational Risk
- Ops Automation
- Outsourcing
- Private Markets
- Reconciliation & Exceptions
- Risk Management
- Sell-Side
- Settlement
- T+1 Settlement
- Diversity & Human Interest +
- FinTech Trends +
- Opinion +
- Performance Measurement +
- Regulation & Compliance +
- Industry News +
- FTF Media & Content Channels +
- FTF Bull Run Blog
View Categories
Recommended For You
In an FTF News case study, David Edwards, president of wealth adviser Heron Financial Group, is learning that the more a firm knows about the power of social media, the more it will understand how not to cross the line.
Learning the power of social media helps financial services firms understand how not to cross the line into non-compliance, says David Edwards, president and wealth adviser at Heron Financial Group wealth advisers, based in New York City. Heron Financial is “very marketing-focused” and thus a great fit with social media, Edwards says. “When I say...
Already a subscriber? Login here
