LIMRA Offers Research, Training and Educational Opportunities to help Advisors and Companies Incorporate Social Media Best Practices WINDSOR, Conn., July 27, 2011—According to a new survey conducted by the Securities Division of the State Secretary of Massachusetts, of the 44 percent of investment advisors in the state using social media platforms to communicate with their clients, only 30 percent have written record retention policies for social media content and only 4 in 10 retain all online content posted by the firm. As a result, the state said it would be issuing new guidelines and best practices standards in the next year.
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