Social media

The Internal Revenue Service has stepped up efforts to combat dubious tax advice promoting schemes involving the Fuel Tax Credit, the Sick and Family Leave Credit, and household employment taxes.

The U.S. Securities and Exchange Commission is looking at how social media influencers and AI technology may pose conflicts of interest, steer investors' financial decisions.

The CFA Institute analyzed 110 videos and other social media posts. Here's what financial advisors and other investment professionals should know.

Van Eck Associates failed to share important details about the fund's planned fee structure with its board, according to the regulator.

Social marketing can be a powerful tool that advisors should tap into. If the content is good, an audience will find it, writes Altruist's head of community.

A tech firm that works with some of Wall Street's biggest names finds that off channel communications continue to be a problem.

Brand is more than logos, color palette and images — it's a consistent effort that encompasses every client-facing aspect of your practice, says this marketing expert.

The Hearsay User Maturity Model evaluates and quantifies advisors' social behaviors, and provides guidance on how to get better.

A new MassMutual study finds that young people in pursuit of the almighty dollar feel behind in saving enough to retire at an ideal age.

Media-desensitized investors need help distinguishing between media information and inflammation. That's where a good advisor comes in.

According to the SEC, agreements that violated the cash solicitation rule generated 66,000 new clients and $300 million in AUM for the offending firm.

Matchmaking services offer the promise of lead generation without the hassle of cold calling. But do they deliver?

The move comes amid predictions that clients will increasingly base wealth management decisions on online testimonials and ratings.

The marketing tech firm is teaming up with a crew of remote video pros to help advisors make videos worth clicking.

A prominent compliance consultant lists the top reasons firms turn to outside experts for regulatory assistance.

Advisors identified the SEC's new marketing rule as the "hottest" regulatory topic for the third year in a row.

As Twitter continues to undergo unexpected and at times unpopular changes, a new challenger from a social media OG is gunning for the bird app's throne.

The time is ripe to invest in automation, data science and social media to fuel wealth business growth in the digital age.

INVEST 2023 panelists and the latest SEC risk alert suggest the regulator will treat the rule much like one that has cost big Wall Street firms more than $2 billion in fines.

A top FINRA enforcement official warns that firms' internal compliance systems are not clued in to the often ambiguous meanings of the symbols now peppering many financial planners' communications.