Social Media in Wealth Management Leadership Forum

Wealth management firms need to enable their advisors to connect with clients through social media. In doing so, they face a number of challenges including technology, compliance, and marketing. How do you scale social media beyond the pilot program? This forum will examine the challenges and opportunities presented by social media as well as provide case studies and solutions.

Speakers: Joanna Belbey, Social Media and Compliance Specialist, Actiance, Inc; Koa Van (David) Chung, Senior Compliance Officer - Sales and Marketing Practices Compliance, Legal & Compliance Department, ING Investment Management - Americas; Jennifer Dowd, Communications Associate, Retail Marketing Department, MFS Investment Management; Bill Dunn, Vice President of Financial Services, Empathica; Alan Maginn, Senior Analyst, Corporate Insight; Zach Seward, Editor of Outreach and Social Media, The Wall Street Journal

Sponsors: Business Development Institute, Actiance, Corporate Insight, Empathica, The Wall Street Journal Digital Network, NYU SCPS