Fw: Want to Win Millennials? Don't Bet on Social Media

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From: On Wall Street <onwallstreet@email.onwallstreet.com>

Date: Sat, 20 Sep 2014 08:18:21 -0400 (EDT)

To: <mainandwall@comcast.net>

Subject: Want to Win Millennials? Don't Bet on Social Media

Home  |  Subscribe       Weekend   Sep 20, 2014       Top Stories   Want to Win Millennials? Don't Bet on Social Media by CHARLES PAIKERT   Less than 1% of young people say they want financial services providers to contact them through social media, according to new research by BNY Mellon. READ MORE »   Advocates Losing Ground in Fiduciary, User Fee Battle by KENNETH CORBIN   "One thing we can tell you is our opposition was there before us," says FPA's director of advocacy. "We heard over and over again the argument that if a fiduciary standard were extended to broker-dealers the middle market would be hurt." READ MORE »   Morgan Stanley to Cover Mutual Fund Losses After Tech Snafu by NEIL WEINBERG AND MICHAEL J. MOORE   Morgan Stanley will swallow some losses incurred by customers who bought mutual funds after the bank failed to make the fund prospectuses accessible online. READ MORE »       Hammered by FINRA in Dispute With Morgan Stanley, Advisor Pays $200K by SULEMAN DIN   An ex-Morgan Stanley advisor represented himself in a contract dispute with the firm before FINRA, and the arbitration panel assessed him over $200,000 in fees. READ MORE »   Advisors on the Move: Morgan Stanley Grabs Billion-Dollar Mega Team   Morgan Stanley grabbed an advisor team managing $1.1 billion in assets. But the wirehouse isn't the only firm recruiting top talent. See these and all the latest hires, moves and promotions among wirehouse advisors. READ MORE »           White Papers   Can Your Wealth Management Firm Stand Up to the New Wave of Fintech Disruptors?   In the aftermath of the 2008 global economic crisis, financial services firms devoted massive amounts of energy and resources toward recovering and coping with new regulatory reforms. As a result, other business priorities, such as keeping up with and investing in cutting-edge technology, took a back seat. Against this backdrop, a dramatic revolution in financial technology—"fintech"—is rapidly unfolding. READ MORE »   Exploring Independence: An overview of the registered investment advisor model   Financial advisors today have an unprecedented number of options. Sophisticated technology and increased access to financial products make it easier than ever to explore independence. An expanded array of registered investment advisor (RIA) business models has enabled advisors to look beyond traditional wirehouses and independent broker-dealers (IBDs). READ MORE »   MORE IN WHITE PAPERS »       Web Seminars   Cybersecurity, the SEC, and Financial Advisors: What You Need to Know   Join Financial Planning and On Wall Street magazines for this online session that will bring clarification to the examination. Our experts will walk you through the most common threats advisors and planners are confronted with, and highlight important aspects of the SEC's initiative to be aware of and prepared for. READ MORE »   New Approach to Social Security Planning   After years of research, the national leaders in Social Security strategies have developed a new process to identify and compare Social Security strategies. This approach improves your advice quality and is more efficient for the advisor. Join us to learn more and find out why rules of thumb don't always work when coming up with the right strategy for your clients. READ MORE »   MORE IN WEB SEMINARS »       FOLLOW US:     @onwallstreet     Facebook       For custom reprints or content licensing opportunities please contact Godfrey Livermore, godfrey.livermore@sourcemedia.com, 212-803-8351.   You are currently subscribed to Daily as: mainandwall@comcast.net. You are receiving this email as part of SourceMedia. Please do not reply to this message. To learn more about SourceMedia's use of personal information, please read our Privacy Policy. Unsubscribe from this mailing list Manage your profile   SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809

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