social media accounts

• 

  FINRA Pulls Plug on BrokerCheck Social Media Plan

  By Melanie Waddell, AdvisorOne  |  April 24, 2013

  After complaints, FINRA on Wednesday withdrew its proposed requirement that advisory firms include a reference and a link to BrokerCheck on their websites.

• 

  Where the Clients Are: Facebook

  By Danielle Andrus, AdvisorOne  |  October 22, 2012

  Almost three-quarters of DC plan participants use Facebook, Spectrem found—and usage varies only slightly by age.

• 

  BDs Beware: Social Media Privacy Laws May Conflict With FINRA Rules

  By Melanie Waddell, AdvisorOne  |  July 12, 2012

  “Legislation that limits access to social media information may pose significant challenges for a large number of broker-dealers,” lawyers from Sutherland Asbill & Brennan wrote in a Law360 article.

• 

  Parents, Pets and Online Presence: New Concerns for Modern Estate Planners

  By Danielle Andrus, AdvisorOne  |  April 30, 2012

  Estate planning requires attention to more than just children’s inheritances these days, according to a report released Monday by the BMO Retirement Institute, an organization based in Canada.