Investments & Wealth Monitor July August : Page 1

Investments & Wealth IMCA investment management consultants association MONIT O R July/August 2012 TECHNOLOGY/SOCIAL MEDIA 6 The Top 10 Technology Trends for Financial Advisors and Financial Institutions 9 Communications 3.0: Social Media Policies and Procedures 14 Turning Data into Client Advocacy: Harnessing the Power of Performance Reporting 29 Unlocking Social Networking’s Real Value to Your Business 36 Equal Weight Exchange-Traded Funds

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