With Social Distancing and Remote Work, Advisors Embraced Social Media

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OCTOBER 8, 2020

MARKETING

With Social Distancing and Remote Work, Many Advisors Embraced Social Media

Asia Martin

When advisors were asked to keep physical distance from clients and colleagues, they turned to social media more than ever before.

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REGULATION AND COMPLIANCE

SEC Proposes 'Finders' Exemption For Unregistered Brokers in Private Markets

Patrick Donachie

The proposed rule would enable individuals to solicit accredited investors on behalf of issuers. Supporters say it can help small businesses raise capital. Critics worry it will lead unprepared investors into less transparent markets.

FULL ARTICLE

Wealthies Circle Spotlight

Wealth Management’s Digital Future

Contributed by Docupace

We asked 11 financial services leaders to weigh in on the biggest questions surrounding digitization.

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Business goods Self-employed without employees Staff Marketing PR | Public Relations

With Social Distancing and Remote Work, Advisors Embraced Social Media

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Wealthies Circle Spotlight

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