Summer Reading List: Top Advisor Picks Before firing up the grill or heading to the beach, check out the top recommendations from advisors and industry execs. These titles offer guidance for your career and practice -- all while on vacation (or if you're sneaking in some work while on vacation).
From the outset, advisory firms must consider which employees might want to use social media, how they would need to use it and how best to ensure that their use would be compliant with industry regulations.
Taking a measured approach to introducing social media at your firm is essential to avoiding embarrassment, or worse, being caught out of compliance with regulatory requirements. Make sure to avoid these common mistakes.