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.
PERSONAL & PROFESSIONAL
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