Social media

Equifax's data breach may be the most serious, given that it covered 143 million consumers and involved reams of confidential information, but it wasn't the largest. Following are the biggest to date.

How to stay out of trouble if a customer praises your investing prowess on your site.

OCIE puts advisors on notice about widespread use of misleading claims and failures of disclosure.

It can be expensive and time consuming. Is it worth it?

Let technology help your practice increase customer retention and find better prospects.

How an advisor's blog about the Piano Man reaped a $14,000 Social Security payday for her client.

After a social media quote provoked criticism, the special advisor on gender diversity replies.

Regulatory direction on mobile communication shows why advisers need to be careful about hyperlinking information.

Managing too many tasks at once can alienate your clients, an expert warns.

A professional website is a necessity, as is a presence on LinkedIn.