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Rob Mason: Do advisers know the risks of LinkedIn?
['Rob Mason']
Money Marketing
For many financial advisers, LinkedIn has become as essential as email.
LinkedIn is now firmly part of the off-channel landscape, and advisory firms need a more deliberate approach to how they supervise, capture and govern what happens there.
LinkedIn has proven itself to be a powerful tool for financial advisers.
Firms need the visibility to manage risk, uphold regulatory expectations and ensure that there is accountability on the platform.
In a landscape where financial advice is increasingly sought after on LinkedIn, its regulatory obligations must follow.