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Advisors will now be able to share compliance-approved articles available in AdvisorStream’s library with their LinkedIn connections

Reckless use of social media harming investors: CSA

The social media monitoring tool now uses machine learning to sift through advisor communications with clients to flag — and potentially delete — activities that breach compliance policies

Reckless use of social media harming investors: CSA

Investors may have suffered as a result of major stock price moves caused by early, selective, or misleading disclosure made on social media

Advisors who prosper in the future are likely to be those who embrace technology as crucial to their practice rather than trying to avoid the massive digital changes that are sweeping through the advisory industry

Less formal than a resumé, your online bio should offer a glimpse into your personality as well as your qualifications

Not all communication on social media is effective and advisors who rely excessively on it to connect with clients and prospects may be hurting their careers unwittingly

U.S. asset managers in the dark on social media

The changes are designed to streamline communication between advisors and their compliance departments concerning the use of social networks

U.S. asset managers in the dark on social media

Compliance and regulatory concerns are the main reasons that companies give for not engaging on social media

Reckless use of social media harming investors: CSA

Devise a consistent routine of checking in, sharing and responding

A few simple steps can raise your profile