Advisor Confidence Index (ACI)

Compliance Concerns Hold Down Social Media Use

Developing closer contact with clients and winning new ones is paramount to investment advisors, and in many ways these goals are made easier with the advent of social networking. But for every adventurous advisor that is tweeting on the latest economic or market news, or improving interactions with clients or prospects via Facebook, there are many others who fear overstepping the regulations currently affecting social networking, or simply wish to avoid burdensome recordkeeping requiremen

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