Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
SEC ups disclosure requirements for advisor social media accounts
By National Ethics AssociationBeginning Oct. 1, 2017, the Securities and Exchange Commission will raise the social-media regulatory stakes for investment advisors.
December 22, 2016
Your Employees: The First Line of Defense Against Cybersecurity ThreatsHelp your employees better understand their role in identifying threats and preventing cybersecurity attacks against your firm and your clients.
December 02, 2016
New Hearsay Tools Make Social Media Compliance Easier and FasterThe new technology enables compliance supervisors to review advisor digital activity with one or two clicks.
December 01, 2016
Vestorly Launches AI-Fueled Social Media ToolThe new tool is like a "24/7, round-the-clock, artificial intelligence marketing assistant for social media," CEO Justin Wisz says.
November 28, 2016
10 crimes against the customerAre you guilty of committing any of these offenses that alienate prospects and clients?
November 03, 2016
SEC Warns Advisors of Email, Social Media ScamsAll the data that advisors are able to mine from social media, so, too, can criminals, the SEC said at a SIFMA seminar.
October 31, 2016
Advisor Social Media Use Grows, as Do the Different Ways It’s UsedWhich platforms are used and how often depend on individual firms, advisors noted at a SIFMA forum, which could change when FINRA issues new guidance.