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Compliance

The Conversational Advisor: You mean I have to talk on social media?

May 7, 2014 by Guest Contributor

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 exciting and overwhelming at the same time. It tickles me when advisors ask me, “You mean

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Compliance

Putting Your Social Media Policy into Practice – A Techie’s Guide

December 11, 2013 by Maureen Lowe

Putting Your Social Media Policy into Practice – A Techie’s Guide

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 approval for your social media policy, you would be wise to do so now. Great!

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Cloud

FTF News Predictions for 2013 – Download our Digital Issue Today!

February 8, 2013 by Maureen Lowe

FTF News Predictions for 2013 – Download our Digital Issue Today!

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 major predictions for 2013. To cut to the chase, for our top prediction, we are

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Conference and Event Planning

Operation Backpack 2012 Sets Record!

August 31, 2012 by seonaidmacdonald

Operation Backpack 2012 Sets Record!

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. These backpacks were pooled with other donated backpacks from companies and individuals throughout the boroughs to

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Compliance

ANNOUNCING: Keynote Speaker CFTC Commissioner Bart Chilton

August 30, 2012 by seonaidmacdonald

ANNOUNCING: Keynote Speaker CFTC Commissioner Bart Chilton

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 the House of Representatives, in the Senate, and serving in the Executive Branch during the

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Financial Technologies Forum (FTF)

Team USA!!!

August 10, 2012 by seonaidmacdonald

Team USA!!!

We are now in day 14 of the 2012 Summer Olympics and fans are on the edge of their seats as China and the United States play a game of tug a war for the most medals! Team USA takes the lead with 90 medals while China has 80! One thing is for sure, this

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Conference and Event Planning

FTF New Venue Announcement

July 26, 2012 by seonaidmacdonald

FTF New Venue Announcement

As Summer comes to an end, FTF  has decided to Fall  back with a new venue!  BizBash named Sentry Centers one of the top 10 meeting venues in New York and we are proud to announce them as the new location for the 7th Annual OTC Derivatives Operations & Processing Conference. We have grown drastically

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Conference and Event Planning

The People Have Spoken

June 22, 2012 by seonaidmacdonald

The People Have Spoken

FTF News subscribers have spoken and selected the winners of the FTF News Technology Innovation Awards of 2012. Winning an award is a great honor; not that my shelves are piled high with trophies, but I do know that with an award there comes a party!!! Last Monday, we took a step back in time

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Guest Blog

Social Media Golden Rules

April 25, 2012 by Maureen Lowe

Social Media Golden Rules

Guest Contributor: Andrew Carrier, Deputy Managing Director of Cognito EMEA While the likes of Citi and American Express have embraced social media with aplomb on the consumer side of their businesses, the B2B financial services sector has been much slower to adapt these new channels. That’s understandable; it can seem like a daunting task. Where to

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Financial Technologies Forum (FTF)

Join the FTF News LinkedIn Group

March 23, 2012 by Maureen Lowe

You follow us on Twitter and you follow our blog, now we invite you to join the latest FTF social media endeavor, the FTF News LinkedIn Group.  This group consists of discussions around the latest issues and trends affecting securities operations and technology.  Members include FTF News subscribers, FTF clients and attendees of FTF events

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