Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
New must-know SEC rules
By Kristen LukeThe SEC has issued new guidelines dictating what you can and cannot do on social media. Here are the important highlights.
April 15, 2014
Phony advisor used Twitter to bilk clients: SECThe SEC says a 27-year-old Honolulu woman attracted about $250,000 to her schemes via Twitter, Facebook and other websites.
April 11, 2014
Phony Advisor in Hawaii Used Twitter to Bilk Clients: SECThe SEC says a 27-year-old Honolulu woman attracted about $250,000 to her schemes via Twitter, Facebook and other websites.
April 10, 2014
Which social media platforms are right for you?Here are the advantages and disadvantages of the four most popular platforms.
April 10, 2014
Which social media platforms are right for you?Here are the advantages and disadvantages of the four most popular platforms.
April 02, 2014
Social media good for clients, advisorsJust as advisors are being asked to do it all for clients in general, they are being asked to do it all on social media.
April 02, 2014
Social media good for clients, advisorsJust as advisors are being asked to do it all for clients in general, they are being asked to do it all on social media.
April 02, 2014
SEC: Advisor use of social media testimonials sometimes OKThe SEC guidance addresses questions concerning the nature, scope and application of a rule respecting testimonials.