Products January 19, 2012

FiPath Partners with Arkovi for Social Media Service

FiPath for Advisors, an online marketing solution for financial advisers, is partnering with Arkovi, a financial services social media solution for archiving, compliance and market intelligence.
Reported by

The partnership will enable FiPath to integrate social media archiving capabilities into its online platform. The Arkovi service is now available at a discounted rate to FiPath for Advisor members, who will have access to Arkovi and other social media tools.

Arkovi monitors and archives incoming and outgoing social media communications, including blogs, websites and social networking sites, such as Facebook, Twitter and LinkedIn. Once data has been archived, Arkovi allows for easy cataloguing and retrieval of data. Arkovi is also fully compliant with the content storage mandates from FINRA, as well as financial regulations.

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“We are thrilled to be partnering with FiPath for Advisors to provide their members with a way to optimize their social media opportunities compliantly,” said Blane Warrene, CEO of Arkovi.

FiPath for Advisors is a service of FiPath, which provides financial education and collaboration for consumers.

Deals & People January 19, 2012

New York Life Adds Two Sales Executives

New York Life Retirement Plan Services added two veteran sales executives.
Reported by

Shannon Knapp was appointed vice president of institutional sales for the mid- and large-retirement plan markets in the South/Central territory. The firm also promoted Glenn Macdonald to vice president, DCIO Stable Value, serving in the East region.   

Macdonald was previously a second vice president and senior investment specialist with New York Life. The two report to Patrick Murphy, who became New York Life Retirement Plan Services’ managing director of sales last September.  

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Knapp spent the last 11 years at Lincoln Financial Group, most recently as director of institutional retirement solutions. Knapp holds a Bachelor of Science degree in commerce and business administration from the University of Alabama and is based in Dallas.   

Prior to joining New York Life in 2010, Macdonald worked for 16 years in Fidelity Investments’ retirement business, most recently in its Pyramis Global Advisors unit as a Northeast regional relationship manager. He graduated from St. Anselm College with a Bachelor’s degree in business administration.

 

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