White Papers

white paper

« Back to White Papers

The 2017 Financial Advisorís Guide to Social Media

August 01, 2017


By Smarsh

The SEC and FINRA recognize social mediaís growing role in firmsí marketing and communications strategies, and have provided guidance on extending compliance programs to this dynamic channel.

This guide contains practical steps that will help you develop a social media strategy and policy that meets regulatory requirements for record keeping and supervision while gaining business value.

download image

Share your research with the investment community and stand out as a thought-leader.
For more information on posting your research on our website, contact Mark Bruno at (212) 210-0116 or mbruno@investmentnews.com.

You may contact us to opt-out of the sharing of your personal information with third parties for marketing purposes at any time by sending an e-mail stating this preference and including your full name and e-mail address to in_help@crain.com or, if you are a print subscriber, please call 1-888-288-6954.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.