October 31, 2014 Blane Warrene

Are Wirehouses More Social Than Independents?

Over half of RIAs report using social media as part of their professional communication, according to WealthManagement.com’s 2014 AdvisorBenchmarking RIA Trend Report. But there’s still a big cohort of advisors who aren’t, despite the fact they have greater freedom and flexibility to use the tools than brokers.

“The wires can’t just say, ‘Go be social,’” says Blane Warrene, co-founder of QuonWarrene, a firm providing technology advice to financial advisors. While firms like Morgan Stanley have fairly robust pilot programs allowing advisors to use Twitter and other platforms more freely, it’s not firm-wide across all advisors.

Read the full report and Blane’s conversation with Megan Leonhardt at WealthManagement.com.


Blane Warrene

Recognized as an industry leader in financial services business development and technology, Blane has worked in progressive roles in operations, technology and compliance in the industry. He co-founded Arkovi Social Media Archiving in 2009 with Carl Cline and Tyson Lowery - successfully raising capital and delivering a modern software as a service solution for business use of social media. Blane also co-founded QuonWarrene with Neal Quon in 2009. In October 2012 Arkovi was acquired by RegEd. Blane continues to advise companies via QuonWarrene. In addition, Blane is a sought-after speaker and panelist at industry and corporate conferences where he brings a fresh and innovative approach to business issues. An avid blogger and well known on twitter, @blano, he is actively engaged in social media providing thought leadership in compliant communications. Blane serves as a board member for the Dennison Railroad Depot Museum, an Ohio national historic landmark.

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