Financial Planning

Get super social — and don’t invite the SEC

Get super social — and don’t invite the SEC
 
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Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
July 18, 2024
 
 
 
 
Rachel WitkowskiBy Rachel Witkowski Tech reporter
 

Social media can make or break the growth of a business in just one post. 

This year has been particularly challenging for advisors posting on social media because agencies like the SEC, FINRA and the IRS have ramped up monitoring social media sites as well as issuing citations to companies that failed to give proper disclosures in posts about financial advice. 

Read about lessons learned, as well as advice from FINRA and industry leaders here, along with much more at Financial Planning

Drop me a line at [email protected]

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