Social media

The Internal Revenue Service has stepped up efforts to combat dubious tax advice promoting schemes involving the Fuel Tax Credit, the Sick and Family Leave Credit, and household employment taxes.

The U.S. Securities and Exchange Commission is looking at how social media influencers and AI technology may pose conflicts of interest, steer investors' financial decisions.

The CFA Institute analyzed 110 videos and other social media posts. Here's what financial advisors and other investment professionals should know.

Van Eck Associates failed to share important details about the fund's planned fee structure with its board, according to the regulator.

Social marketing can be a powerful tool that advisors should tap into. If the content is good, an audience will find it, writes Altruist's head of community.

A tech firm that works with some of Wall Street's biggest names finds that off channel communications continue to be a problem.

Brand is more than logos, color palette and images — it's a consistent effort that encompasses every client-facing aspect of your practice, says this marketing expert.

The Hearsay User Maturity Model evaluates and quantifies advisors' social behaviors, and provides guidance on how to get better.

A new MassMutual study finds that young people in pursuit of the almighty dollar feel behind in saving enough to retire at an ideal age.

Media-desensitized investors need help distinguishing between media information and inflammation. That's where a good advisor comes in.