Social Media in Investment Management

Think before you tweet. A best practices framework for investment advisors.

Social media’s potential value to investment advisors is enormous and continues to grow. It provides a remarkably intimate and direct—not to mention inexpensive—way to connect, build trust with, and inform a large number of customers.

This paper gives firms a look at the main social media outlets; provides tips for advisors who choose to navigate these sites; and lays out a best practices framework for developing a comprehensive social media policy.

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