- "What is" Form PF?
- A Closer Look at FATCA Grandfathering
- The History of the Wall Street Bull
- Software as a (dis) Service – Going in with Your Eyes Wide Open
- "What Is" Mark-to-Market Accounting?
- Back to Business with CLO 2.0
- "What is" Reference Data?
- "What Is" Reconciliation?
- ABOR, IBOR, MBOR, Etc. – Are We Getting BORed With Acronyms
- Key Current Challenges of the Asset Management Industry and Operational Answers
Category Archives: Social Media
Guest Contributor: Devin Redmond, Nexgate CEO and Co-founder No longer are financial brands and organizations able to focus solely on storefronts, email aliases and toll free numbers for customer engagement and support. Nowadays, a brand must engage customers 24/7 in … Continue reading →
Guest Contributor: Sheryl Brown, Social Media Coordinator, Ash Brokerage So when you say “financial services” or “insurance” do you immediately think of the word “innovation”? Um … likely not. (Hint: We are not the cool kids on the bus. I hate … Continue reading →
Guest Contributor: Blair Rugh, Chief Compliance Officer, Temenos Social media and other forms of electronic communication are becoming the principal advertising and marketing tools of many financial institutions. First, they are inexpensive. Second, they can be targeted as narrowly or broadly … Continue reading →
Guest Contributor: Victor Gaxiola, Customer Advocacy Manager, Hearsay Social Anyone familiar with the movie “The Shawshank Redemption” will remember the line, “Get busy living or get busy dying.” It kept echoing in my head as I read the annual World … Continue reading →
Guest Contributor: Theresa Daneman, Social Business Specialist, Socialware Every great advisor knows that forming a solid relationship with clients is critical in order to effectively build investment portfolios strategically around personal goals such as saving for retirement, the purchase of … Continue reading →
Guest Contributor: Sheryl Brown, Social Media Coordinator, Ash Brokerage Social media is a communication mecca. Whether you’re introvert or extrovert, social media is the line drawn in the sand and makes both communication styles equal. For financial advisors, this is both … Continue reading →
Guest Contributor: Terry Ray,Vice-President, Software Development, Temenos In January of 2013, the FFIEC released proposed guidance for financial institutions regarding social media. As the year draws to a close, if your institution has not already written, revised and gotten board … Continue reading →
To say the least, FTF News is very proud to present our first completely digital magazine. As you flip through the pages (love those sound effects) and admire the look of it, you will see that we are making some … Continue reading →
Thanks to everyone for their support and participation in Volunteers of America’s Operation Backpack initiative this year. With the help and generosity of FTF staff members and peers, FTF collected backpacks overflowing with school supplies for homeless children in NYC. … Continue reading →
We are excited to announce that CFTC Commissioner Bart Chilton will be the keynote speaker for our 7th Annual OTC Derivatives Operations & Processing Conference on November 14, 2012! His career spans 25 years in government service—working on Capitol Hill in … Continue reading →