Financial advisory firm leaders should keep abreast of what their employees post on Facebook, Twitter, LinkedIn, and other social media networks. Best practices dictate that firm leaders clearly outline expectations for appropriate social media posts. Regulators' rules require the firms also archive any of the employees’ social-media postings that lead to client contacts. But, when setting guidelines for employees about what they may include in posts, firm leaders should also recognize that notions of appropriate online commentary vary among generations.


Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access