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An RIA Firm's Guide to All Things Twitter

Is your firm thinking about establishing a Twitter account? Download our latest free infographic.

Our new infographic is a good beginner's guide for RIA firms thinking about creating a Twitter account. First, firms should consider the following:

  1. Treat all social media posts just like any other form of advertising.
  2. Remember to properly archive all social media posts.
  3. Never be false or misleading or advertise something is free unless if truly is free.
  4. Never post client testimonials
  5. Be careful not to share any sensitive personal details that could lead to cybersecurity issues.

 

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Note: RIA in a Box LLC is not a law firm, investment advisory firm, or a CPA firm. RIA in a Box LLC does not provide legal advice or opinions to any party or client. You should always consult your relevant regulatory authorities as this information should not be relied upon as currently accurate. This information is provided for educational purposes only and is not an exhaustive list of regulatory requirements.