For financial advisors and wealth management firms, the risks of social media extend well beyond potential hits to reputation.
After the killing of right-wing activist Charlie Kirk, many people were fired or disciplined after their personal posts drew attention, a reminder that whether on Facebook, LinkedIn or another platform, online speech can have professional consequences.
Our CEO Ray Hennessey, author of the book, Beyond Sorry: How to Own Up, Make Good, and Move Forward After a Crisis, recently shared his thoughts on how wealth management companies should navigate social media policies in an article in Financial Planning.