What FINRA doesn’t want you to know about social media
By: Bruce Johnston, President, DBJ Associates Topic A at the recent Securities Industry and Financial Markets Association Annual Meeting (SIFMA) was… more
Twitter is Worth a Billion – An Analysts View of Why
By D. Bruce Johnston, President, DBJ Associates Twitter’s $1 Billion valuation has definitely stolen the spotlight over the past few… more
Social Media Strategy Nets NEW AUM for RIA
By D. Bruce Johnston, President, DBJ Associates RIAbiz.com recently discussed the findings of an August 24-25, 2009 Investment News survey… more
Summertime – and the webinars are easy
By D. Bruce Johnston, President, DBJ Associates I touched base with wealth management consultants Charles “Chuck” Steege, CFP,® and Philip… more
Recent surveys offer a mixed picture between what advisors are selling, what money managers are promoting and what consumers are buying
By D. Bruce Johnston, President, DBJ Associates According to Schwab Institutional’s recently released Independent Advisor Outlook Study, 90% of independent… more
Distribution Tips for Small Fund Firms
By D. Bruce Johnston, President, DBJ Associates Recently I asked Dan Sondhelm, Partner and Vice President, SunStar Strategic, what strategies… more
FocusShares’ Erik Liik tells why social media marketing is an ETF start-up’s best friend
By: D. Bruce Johnston, President, DBJ Associates Exchange Traded Funds (ETFs) have grown so quickly for so long, it is… more
Why You Must Have a Social Media Policy
According to Deloitte’s recently released 2009 Ethics & Workplace Survey, 74 percent of those surveyed believe it is easy to… more
Too Busy Doing Business to Do Business?
Yesterday I met with a corporate Executive VP in New York City. I’ll call him Phil. Phil said his division… more