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Electronically Stored Information (ESI) – It’s Not Just Email Anymore

Written by Joanna Belbey, March 26, 2015

Fifteen or twenty years ago, when you thought about record retention and electronic communications, “electronic mail” or, email, was the only thing to worry about. Back then, firms and the regulators scrambled to interpret how to apply existing rules pertaining to communications to the new modality of email. Nowadays, email is just a one piece of a more complex communications landscape. Companies are...

Why Financial Advisors Need to Go to LinkedIn to Grow Their Business

Written by Phil Gerbyshak, March 24, 2015

Dear Financial Advisor,

When is the last time you got a new customer or got new business from sharing a report, article, or press release with someone?

Now ask yourself when you got a new customer or new business from a referral or a friend of a friend?

If you're like the thousands of financial advisors I've worked with the last 5 years, your best source of business comes from people you already know or already almost know.

And if that's not you,...

FINRA And The Future Of Social Media In Financial Services

Written by Joanna Belbey, March 24, 2015

The future of social media in the financial services industry is “applying 20th Century rules to 21st Century technology,” says Joseph Price, Senior Vice President and Counsel, FINRA Corporate Financing and Advertising Regulation. New technologies are blurring...

"Market Overview: Social Media Archiving" New Report From Forrester

Written by Joanna Belbey, March 20, 2015

“Social channels introduce painful archiving headaches, with more metadata, proliferating networks, and countless devices and access points.” Market Overview: Social Media ...

Actiance and BMO Present @ SXSW

Written by Joanna Belbey, March 19, 2015

SXSW Storify by Joyce M Sullivan. Follow Joyce @JoyceMSullivan

On March 16th, Joanna Belbey, Actiance and Julian Mills, Bank of Montreal presented “Liar Liar, Pants on Fire: The Fallacy of Social at Work” at South by...

7 Lessons For Training Financial Advisors To Use Social Media

Written by Joanna Belbey, March 17, 2015

The “number one barrier to success on LinkedIn LNKD...

How should healthcare companies approach social media? Here are our top tips.#SMShowdown

Written by Joanna Belbey, March 11, 2015

By Joanna Belbey, Social Media and Compliance Specialist, Actiance and Phil Gerbyshak, Director of Social Strategy, Actiance.

Consumers are converging on social media to research health issues, disease information and their health care providers and options.  So how should healthcare...

FINRA And The Future Of Social Media In Financial Services

Written by Joanna Belbey, March 09, 2015

The future of social media in the financial services industry is “applying 20th Century rules to 21st Century technology,” says Joseph Price, Senior Vice President and Counsel, FINRA Corporate Financing and Advertising Regulation. New technologies are...

Does Big Pharma Take Compliance Seriously?

Written by Joanna Belbey, March 04, 2015

Based on my conversations with clients, there is a strong desire by middle management to comply with rules and regulations within the pharmaceutical industry. Middle level marketing, legal and compliance professionals worry about security breaches, identity theft and leaking patient information. As a result, they often hold their firms back...

What’s New in Socialite? February 2015

Written by Joanna Belbey, March 03, 2015

The February release of Socialite is now available, and we’d like to share with you what’s new and how these updates and features can help you manage risk and be more successful on social networks.

Compliance Features

Socialite’s compliance features are designed to help organizations meet strict corporate, legal and...

7 Social Media Tips for Pharmaceutical Companies #SMShowdown

Written by Joanna Belbey, March 03, 2015

By Joanna Belbey, Social Media and Compliance Specialist, Actiance and Phil Gerbyshak, Director of Social Strategy, Actiance.

Been following our #SMShowdown series focused on using social media within the financial services industry? In this post, we turn our attention to the pharmaceutical...

Yes, FINRA And The SEC 'Like' Social Media

Written by Joanna Belbey, March 02, 2015

“We’ll be out of compliance” is still the major reason that financial services firms block the use of social media for regulated users. However, that fear is contrary to the evolving regulatory landscape. Both the Securities and Exchange Commission (SEC) and Financial Industry...

The “E” In E-Discovery Has Changed – Part 4

Written by Joanna Belbey, February 26, 2015

Review

Assuming you have come to grips with how the information management, identification and...

The “E” In E-Discovery Has Changed – Part 3

Written by Joanna Belbey, February 26, 2015

Preservation

In the third post of this series (and if you’ve missed the first two, you’ll find the links at the bottom of this post), we’re going to look at another part of the Electronic Discovery Reference Model (EDRM) framework - preservation.

It used to be simple...

The “E” In E-Discovery Has Changed – Part 2

Written by Joanna Belbey, February 26, 2015

Identification

So we’ve already established in my last post that E-Discovery in the last decade or so has changed dramatically with the increasing use of other electronic communication channels outside of email.  If you missed...

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Actiance, Inc. 1400 Seaport Blvd, Building B, Third Floor. Redwood City, CA 94063, USA Phone: (650) 631-6300 Email: info@actiance.com