Will SEC Crack Down on Tweeting Advisors

Is the SEC cracking down on Tweeting advisers InfluenceAdvisorAdvisors – think before you Tweet! The SEC and the general public is watching. That’s the overall advice in this Should Advisers Be Afraid to Tweet segment from Wall Street Journal Wealth Adviser.

“It seems like the SEC is cracking down on some Tweeting advisors,” Veronica Dagher asks Matthias Rieker, columnist, WSJ Wealth Adviser.

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Advisors Mad Rush into Social Media

Bill Winterberg FPPadBill Winterberg at FPPad is a media marvel. He does a weekly video show called “Bits & Bytes” that actually makes technology for advisors sound interesting, almost fun. He has a robust YouTube channel with reviews and interviews with advisors and providers. His videos are sharp and fun, with lots of breaks, occasional music and visuals.  And he’s comfortable being an occasional goofball – a promo for a tie-a-month club leads his latest “Bits & Bytes” episode – The Top Technology Financial Trends for 2014

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Advisors Need Social Media

financial advisors and social mediaIn its poll of 400 U.S. advisers, Accenture found that about 48% of financial advisers communicate daily with clients via social networks such as Facebook, Twitter and LinkedIn. Roughly 59% of advisers said they use it to get answers to clients quickly, 58% use it to reach out more to referral sources and 58% use it to keep up-to-date on industry news.

Advisory firms’ social-media strategies need to focus on making digital interactions with clients more meaningful, said Alex Pigliucci, global managing director of Accenture Wealth and Asset Management Services, which provides consulting services to financial firms. For example, advisers need to pay better attention to what clients are posting, tweeting or otherwise putting out into the public domain, he said.

Related: Why Advisors Need LinkedIn