It's increasingly critical that advisors become more engaging online through social media in order to attract the younger generations of investors. But doing so means balancing your ability to be engaging without tripping into regulatory scrutiny.

Marketing experts, advisors and regulators offered key pointers on what to post — and not post — online to the public.

Their useful tips can be found here, and much more at Financial Planning. 

And check out this week's Tech Spotlight on Savvy Wealth as we prepare for our first conference on AI in wealth management, ADVISE AI, Oct. 9-10. 

Reach me at rachel.witkowski@arizent.com.