Get super social Ã¢ÂÂ and donÃ¢ÂÂt invite the SEC

Wealthtech Weekly

July 18, 2024

By Rachel Witkowski Tech reporter

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

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.Â

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

Drop me a line at rachel.witkowski@arizent.com.Â

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