Investor relations social media strategies enable public companies and financial institutions to engage directly with shareholders, analysts, and potential investors through digital platforms while maintaining SEC compliance. These strategies have evolved from traditional IR communications to include real-time engagement, executive thought leadership, and community building across platforms like LinkedIn, Twitter/X, and YouTube.
Key Summary: Investor relations social media strategies combine traditional IR objectives with modern digital engagement, requiring careful balance of transparency, compliance, and authentic communication to build investor confidence and brand credibility.
Key Takeaways:
- IR social media requires strict SEC compliance oversight, particularly regarding material information disclosure
- Executive presence on LinkedIn and Twitter/X drives institutional credibility and investor engagement
- Real-time communication capabilities enable faster response to market events and investor inquiries
- Community building through consistent, educational content fosters long-term investor relationships
- Integration with traditional IR activities amplifies reach and effectiveness of earnings calls and presentations
- Platform-specific strategies maximize engagement while maintaining professional standards
This article explores investor relations social media strategies within the broader context of social media marketing for financial institutions, focusing specifically on how public companies and asset managers can leverage digital platforms to enhance investor communications while navigating regulatory requirements.
What Are Investor Relations Social Media Strategies?
Investor relations social media strategies are systematic approaches that publicly traded companies and financial institutions use to communicate with current and potential investors through social platforms. These strategies extend traditional IR functions into digital spaces, enabling more frequent, accessible, and engaging communication than conventional methods alone.
The core objective remains unchanged from traditional IR: providing accurate, timely information that helps investors make informed decisions. However, social media introduces new opportunities for dialogue, brand building, and community engagement that can significantly enhance investor confidence and company visibility.
Investor Relations (IR): The strategic management of communication between a public company and its investors, analysts, and other stakeholders to ensure accurate representation of the company's value and prospects. Learn more from the SEC
Modern IR social media strategies typically encompass four key components: executive thought leadership, real-time market communication, educational content distribution, and stakeholder community building. Each component requires careful coordination with legal and compliance teams to ensure all communications meet regulatory standards.
The integration of social media into IR activities has become increasingly important as institutional investors, particularly younger portfolio managers and analysts, expect digital engagement alongside traditional communications. Companies that effectively combine both approaches often achieve broader reach and stronger stakeholder relationships.
Why Do Financial Institutions Need IR Social Media Strategies?
Financial institutions require dedicated IR social media strategies because traditional investor communications often fail to reach modern audiences effectively, and social platforms provide critical opportunities for real-time engagement during market volatility. The digital transformation of investor behavior demands that institutions meet stakeholders where they actively consume financial information.
Today's institutional investors increasingly rely on social media for market intelligence and company research. Portfolio managers follow executive LinkedIn posts, analysts monitor Twitter/X for company updates, and institutional research teams track social sentiment as part of their due diligence process. Companies without strong IR social presence risk reduced visibility and engagement.
Key drivers for IR social media adoption include:
- Enhanced accessibility for global investor base across different time zones
- Improved brand recognition among institutional investment community
- Faster dissemination of non-material updates and industry insights
- Direct engagement opportunities with analysts and portfolio managers
- Cost-effective supplement to expensive traditional IR activities
- Competitive advantage in attracting ESG-focused institutional investors
The regulatory environment also supports strategic IR social media use. SEC guidance recognizes social platforms as legitimate channels for investor communication, provided companies follow established disclosure rules and maintain appropriate oversight. This regulatory clarity has encouraged more sophisticated institutional adoption.
How Do SEC Regulations Impact IR Social Media?
SEC regulations significantly shape IR social media strategies through Regulation Fair Disclosure (Reg FD), which requires that material information be disclosed publicly to all investors simultaneously rather than selectively. Social media posts containing material information must comply with the same standards as traditional press releases or SEC filings.
The SEC's 2013 guidance specifically addressed social media use by public companies, establishing that platforms like Twitter and LinkedIn can serve as acceptable disclosure channels if companies provide adequate notice to investors about which channels they use. This guidance created the framework that enables current IR social media strategies.
Regulation Fair Disclosure (Reg FD): SEC rule requiring public companies to disclose material information to all investors at the same time, preventing selective disclosure to analysts or institutional investors before retail investors. View SEC rule
Key compliance requirements for IR social media include:
- Advance notice to investors about which social platforms will be used for disclosures
- Consistent disclosure timing across all platforms and traditional channels
- Archival and retention of all social media communications per SEC requirements
- Clear attribution of posts to authorized company representatives
- Appropriate disclaimers and risk warnings on forward-looking statements
- Review and approval processes for all material information before posting
Companies must also consider anti-fraud provisions under Section 10(b) of the Securities Exchange Act, which apply to social media communications just as they do to traditional disclosures. This means all IR social content must be accurate, complete, and not misleading, with appropriate context for any forward-looking statements.
The enforcement landscape continues to evolve, with SEC investigations of social media disclosure violations increasing since 2018. Specialized agencies like WOLF Financial that understand both social media strategy and securities law compliance have become valuable partners for institutions navigating these requirements.
Which Social Media Platforms Work Best for Investor Relations?
LinkedIn, Twitter/X, and YouTube emerge as the most effective platforms for institutional investor relations, each serving distinct purposes within an integrated IR social media strategy. Platform selection depends on target audience characteristics, content types, and compliance requirements specific to each institution.
LinkedIn dominates professional investor engagement, with over 80% of institutional investors maintaining active profiles and regularly consuming content from financial executives. The platform's professional context and longer-form content capabilities make it ideal for executive thought leadership and detailed market analysis.
Platform-specific strengths for IR:
LinkedIn for Investor Relations:
- Audience: Institutional investors, analysts, portfolio managers, and financial advisors
- Content Types: Executive insights, market commentary, company milestones, and industry analysis
- Engagement: Professional discussions, direct messaging with stakeholders, and thought leadership positioning
- Compliance: Professional context reduces regulatory concerns compared to consumer platforms
Twitter/X for Investor Relations:
- Audience: Financial media, retail investors, analysts, and market commentators
- Content Types: Real-time updates, earnings announcements, market reactions, and breaking news
- Engagement: Rapid response to market events, live-tweeting earnings calls, and crisis communication
- Compliance: Character limits require careful message crafting to avoid incomplete disclosures
YouTube for Investor Relations:
- Audience: Retail investors, financial advisors, and research-oriented institutional investors
- Content Types: Executive interviews, earnings call recordings, product explanations, and market education
- Engagement: Long-form content consumption, video comments, and subscriber communities
- Compliance: Permanent archival nature supports SEC record-keeping requirements
Institutional social media strategies typically prioritize LinkedIn for executive presence and professional engagement, while using Twitter/X for timely updates and market responsiveness. YouTube serves as a repository for longer-form educational content and archived presentations.
How Should CFOs and CEOs Approach Social Media for IR?
CFOs and CEOs should approach IR social media as an extension of their existing investor communication responsibilities, requiring the same level of preparation, accuracy, and strategic thinking as traditional IR activities. Executive social media presence builds personal credibility that translates into institutional trust and enhanced company valuation.
Successful executive IR social media strategies begin with clear content frameworks that align with company messaging while showcasing individual expertise and leadership perspective. This requires coordination between IR teams, legal counsel, and social media specialists to ensure consistent, compliant communication across all platforms.
Executive Social Media Framework:
Content Categories for IR Executives:
- Market Commentary: Industry trends, regulatory developments, and economic insights (40-50% of content)
- Company Updates: Non-material business developments, team announcements, and strategic initiatives (20-30% of content)
- Thought Leadership: Professional expertise, speaking engagements, and educational content (20-25% of content)
- Stakeholder Engagement: Responses to investor questions, analyst interactions, and community participation (5-10% of content)
CFOs typically focus on financial performance communication, regulatory compliance insights, and operational efficiency topics. Their social media presence should reinforce confidence in financial management and transparency in reporting practices. CEO social media strategies emphasize strategic vision, market positioning, and leadership perspectives that support long-term investor confidence.
The most effective executive IR social media approaches include regular posting schedules, professional photography and design consistency, and clear attribution to avoid confusion about official company positions. Many institutions partner with specialized agencies to maintain executive social presence while ensuring compliance oversight.
What Content Types Drive Investor Engagement?
Educational content drives the highest sustained engagement among institutional investors, particularly posts that explain complex market dynamics, regulatory changes, or industry trends affecting the company's sector. Investors value executive insights that demonstrate deep market understanding and strategic thinking capability.
Performance data and operational updates generate immediate attention but require careful compliance review to avoid selective disclosure issues. The most engaging IR social content combines data transparency with strategic context that helps investors understand the implications for future performance.
High-engagement IR content categories:
- Quarterly performance context and strategic implications
- Regulatory change analysis and company positioning responses
- Industry trend commentary with specific company advantages
- Executive speaking event insights and key takeaways
- ESG initiatives with measurable impact metrics
- Technology adoption updates and competitive advantages
What Role Do Twitter Spaces Play in IR Strategy?
Twitter Spaces provide real-time audio engagement opportunities that enable immediate investor interaction and market response capabilities, functioning as informal supplements to traditional earnings calls and investor presentations. These live audio conversations offer unique advantages for building investor relationships and demonstrating executive accessibility.
The interactive nature of Spaces allows for immediate Q&A sessions, market reaction discussions, and educational content delivery in a more conversational format than formal presentations. However, the real-time nature requires careful preparation and compliance oversight to ensure appropriate disclosure standards.
Leading financial institutions use Twitter Spaces for quarterly result discussions, market trend analysis, and educational sessions about complex products or strategies. The format works particularly well for addressing analyst questions and providing additional context around earnings announcements or strategic initiatives.
Twitter Spaces best practices for IR:
- Schedule spaces around earnings releases and major announcements
- Prepare talking points and potential Q&A responses in advance
- Include appropriate disclaimers and forward-looking statement warnings
- Record sessions for compliance archival and broader distribution
- Coordinate with traditional IR calendar and SEC filing schedule
- Monitor participation to ensure productive, professional discussions
Specialized agencies like WOLF Financial have developed expertise in Twitter Spaces production for financial institutions, providing compliance oversight, technical production support, and audience development services that ensure professional execution and regulatory adherence.
How Do You Build Investor Communities on Social Media?
Building investor communities on social media requires consistent value delivery through educational content, transparent communication, and regular engagement that positions the institution as a trusted information source. Successful communities form around shared interests in specific sectors, investment strategies, or market perspectives.
Community building differs from traditional marketing by focusing on long-term relationship development rather than immediate conversion goals. Institutional investors join communities that provide ongoing value through market insights, peer networking, and access to executive perspectives not available through traditional channels.
Community Building Strategies:
Content Consistency:
- Regular posting schedules that investors can rely upon
- Consistent messaging themes aligned with company expertise
- Responsive engagement with comments and questions
- Cross-platform content distribution for broader reach
Value-Added Resources:
- Market research summaries and trend analysis
- Regulatory update explanations and implications
- Industry benchmark data and competitive insights
- Educational content about complex financial products
Interactive Elements:
- Q&A sessions with executive teams
- Live commentary during market events
- Polls and surveys about market sentiment
- Virtual networking opportunities and discussions
The most successful IR social media communities develop around authentic expertise and consistent value delivery rather than promotional messaging. Community members become advocates who share content, provide feedback, and contribute to broader institutional credibility within the investment community.
What Are the Risks and Challenges in IR Social Media?
The primary risks in IR social media include inadvertent selective disclosure violations, potential market manipulation concerns, and reputational damage from poorly managed communications or platform technical issues. These risks require comprehensive compliance frameworks and careful message review processes.
Technical platform failures pose unique challenges for IR communications, as companies cannot control social media infrastructure reliability during critical communication periods. Market moving information distributed through compromised or malfunctioning platforms can create significant legal and financial exposure.
Major Risk Categories:
Regulatory Compliance Risks:
- Selective disclosure violations through private messages or limited audience posts
- Forward-looking statement liability without appropriate disclaimers
- Insider trading implications from timing of social media communications
- Record retention failures for required SEC communication archival
Operational and Reputational Risks:
- Platform outages during critical communication periods
- Account security breaches leading to unauthorized posts
- Negative comment management and crisis response challenges
- Executive personal account confusion with official company positions
Market and Investor Risks:
- Misinterpretation of casual communication as material disclosures
- Amplification of negative sentiment during market stress periods
- Competitor monitoring and potential strategic information exposure
- Algorithm changes affecting content reach and engagement
Risk mitigation requires comprehensive social media policies, regular compliance training, and partnership with specialized agencies that understand securities regulations alongside social media best practices. Companies managing 400+ institutional campaigns report that proactive compliance frameworks prevent most common IR social media violations.
How Do You Measure IR Social Media Effectiveness?
IR social media effectiveness measurement combines traditional IR metrics with digital engagement analytics to assess impact on investor awareness, sentiment, and ultimately company valuation. Successful measurement frameworks track both quantitative engagement data and qualitative relationship improvements with key stakeholders.
The challenge lies in connecting social media activities to business outcomes like cost of capital reduction, analyst coverage expansion, or improved institutional investor relations. This requires sophisticated attribution modeling and long-term performance tracking across multiple communication channels.
Key Performance Indicators for IR Social Media:
Engagement Metrics:
- Follower growth among verified institutional investors and analysts
- Engagement rates on posts containing financial or strategic content
- Direct messages and professional inquiries generated through platforms
- Share and amplification rates by financial media and industry influencers
Relationship Metrics:
- Analyst coverage expansion following executive social media engagement
- Institutional investor meeting requests generated through social channels
- Media interview opportunities and speaking engagement invitations
- Professional network growth among target investor segments
Business Impact Metrics:
- Website traffic from social media to investor relations pages
- Earnings call attendance and participation rates
- Institutional ownership percentage and turnover rates
- Share price volatility and trading volume patterns around social communications
Leading institutions track these metrics quarterly alongside traditional IR performance indicators, creating integrated reporting that demonstrates social media's contribution to overall investor relations objectives. Analytics platforms specifically designed for financial services provide industry-appropriate benchmarking and compliance-safe measurement approaches.
What Are Best Practices for Crisis Communication on Social Media?
Crisis communication through IR social media channels requires pre-established protocols that enable rapid, accurate response while maintaining SEC compliance and avoiding market manipulation concerns. Effective crisis response often determines long-term institutional credibility and investor confidence during challenging periods.
The immediate nature of social media creates both opportunities and risks during crisis situations. Companies can provide real-time updates and demonstrate leadership responsiveness, but must carefully balance speed with accuracy and compliance requirements. Pre-approved message templates and clear escalation procedures enable faster response times.
Crisis Communication Framework:
Pre-Crisis Preparation:
- Established response team including IR, legal, communications, and executive leadership
- Pre-approved message templates for common crisis scenarios
- Clear approval hierarchies for different types of crisis communications
- Contact lists for key stakeholders requiring direct outreach
- Platform-specific posting procedures and access controls
- Media monitoring tools for real-time sentiment and reaction tracking
Active Crisis Response:
- Immediate acknowledgment of situation awareness without premature commitments
- Regular update schedules to prevent information vacuum speculation
- Consistent messaging across all platforms and traditional channels
- Direct engagement with key analysts and institutional investors
- Proactive correction of misinformation and rumor management
- Documentation of all communications for post-crisis analysis
Successful crisis communication often involves increased posting frequency to maintain communication control, but requires careful balance to avoid appearing reactive or defensive. The most effective approaches demonstrate leadership competence and transparency while addressing specific stakeholder concerns.
How Should Companies Handle Negative Comments or Criticism?
Companies should address legitimate negative comments professionally and transparently while avoiding defensive responses that can escalate situations or create additional reputational risks. Public response strategies depend on comment content, source credibility, and potential impact on investor sentiment.
The key principle involves acknowledging valid concerns while directing detailed discussions to appropriate private channels when necessary. This approach demonstrates responsiveness without creating public debate forums that might compromise strategic positioning or violate disclosure requirements.
Comment response hierarchy:
- Respond publicly: Factual corrections, policy clarifications, and appreciation for constructive feedback
- Respond privately: Complex technical questions, individual investor inquiries, and potential material information requests
- Monitor without response: Obviously unfounded criticism, competitive attacks, and inflammatory comments
- Escalate for review: Potential legal issues, whistleblower concerns, and regulatory compliance questions
How Do You Integrate Social Media with Traditional IR Activities?
Integration of social media with traditional IR activities requires coordinated timing, consistent messaging, and complementary content strategies that amplify reach without duplicating efforts. Successful integration treats social media as an additional channel within existing IR frameworks rather than a separate activity.
The most effective approaches use social media to extend the lifecycle of traditional IR content, providing preview insights before earnings calls, real-time engagement during presentations, and follow-up discussions after formal events. This creates multiple touchpoints with stakeholders and increases overall engagement effectiveness.
Integration Strategies:
Earnings Season Integration:
- Pre-earnings social media content building anticipation and context
- Live social media commentary during earnings calls and presentations
- Post-earnings follow-up content addressing key investor questions
- Social media promotion of earnings materials and replay availability
Investor Event Integration:
- Conference participation announcements and preview content
- Real-time updates and key insight sharing from events
- Post-event summaries and presentation material distribution
- Meeting scheduling and follow-up coordination through professional platforms
Content Lifecycle Integration:
- Social media teasers for upcoming research reports or white papers
- Bite-sized content extraction from longer-form traditional materials
- Executive commentary providing additional context for formal announcements
- Community discussion facilitation around published research and insights
This integrated approach typically increases overall IR content reach by 200-400% compared to traditional channels alone, while providing more frequent stakeholder touchpoints that strengthen relationships between formal reporting periods.
Frequently Asked Questions
Basics
1. What is the difference between IR social media and general corporate social media?
IR social media focuses specifically on investor and analyst communication with stricter SEC compliance requirements, while general corporate social media targets broader audiences including customers, employees, and general public. IR social media requires material disclosure protocols and professional investment-focused content.
2. Do private companies need IR social media strategies?
Private companies can benefit from IR social media for stakeholder communication with investors, board members, and potential acquirers, but face fewer regulatory requirements. However, private companies planning IPOs should establish IR social media presence early to build institutional relationships.
3. How much time should executives spend on IR social media?
Effective executive IR social media typically requires 2-3 hours weekly for content creation, engagement, and platform monitoring. Many executives work with specialized teams or agencies to manage posting schedules while maintaining authentic personal involvement in content creation.
4. What budget should companies allocate for IR social media?
IR social media budgets typically range from $50,000-200,000 annually for mid-cap companies, including content creation, compliance oversight, and platform management. Larger institutions may invest $300,000+ annually in comprehensive IR social media strategies with dedicated agency support.
5. Can IR social media replace traditional investor relations activities?
IR social media supplements rather than replaces traditional IR activities like earnings calls, SEC filings, and investor meetings. Social media enhances reach and engagement but cannot substitute for required disclosure obligations and formal investor communication requirements.
How-To
6. How do you start an IR social media strategy from scratch?
Begin with executive LinkedIn profile optimization, establish clear compliance protocols with legal counsel, create content calendars aligned with IR calendar, and gradually expand to additional platforms. Start with educational content and market commentary before incorporating company-specific materials.
7. How do you ensure SEC compliance in IR social media posts?
Implement review procedures for all content, maintain consistent disclosure timing across platforms, include appropriate disclaimers on forward-looking statements, and archive all communications per SEC requirements. Work with securities attorneys to establish compliant posting protocols.
8. How do you handle investor questions received through social media?
Acknowledge receipt publicly, then direct detailed responses to private channels to avoid selective disclosure. For questions requiring material information, refer to public filings or schedule formal follow-up through traditional IR channels.
9. How do you create content that engages institutional investors?
Focus on market analysis, regulatory insights, strategic perspectives, and educational content that demonstrates expertise. Avoid promotional language and provide substantive value through industry knowledge, competitive positioning, and thought leadership content.
10. How do you manage multiple executives' social media presence consistently?
Develop unified messaging frameworks, coordinate posting schedules, establish brand voice guidelines, and use content approval workflows. Many companies use centralized social media management with executive input and approval rather than independent posting.
Comparison
11. LinkedIn vs Twitter for IR: which platform is more effective?
LinkedIn typically generates higher-quality institutional investor engagement due to professional context, while Twitter/X provides faster real-time communication capabilities. Most successful IR strategies use both platforms with LinkedIn for relationship building and Twitter/X for timely updates.
12. Should CFOs or CEOs lead IR social media efforts?
Both executives should maintain IR social media presence with different focus areas: CEOs emphasizing strategy and vision, CFOs focusing on financial performance and operational insights. The executive with stronger existing investor relationships often leads initial implementation.
13. In-house vs agency management: what works better for IR social media?
In-house management provides better control and authenticity, while agencies offer specialized compliance expertise and resource efficiency. Hybrid approaches combining in-house executive content creation with agency compliance oversight and distribution support often prove most effective.
14. Organic vs paid social media for investor relations: which approach is better?
Organic content builds authentic relationships and demonstrates consistent executive thought leadership, while paid promotion can expand reach to targeted institutional audiences. Most IR strategies prioritize organic content with selective paid promotion for key announcements or educational content.
Troubleshooting
15. What do you do if executives are reluctant to use social media for IR?
Start with LinkedIn-only presence, provide comprehensive compliance training, offer content creation support, and demonstrate competitive advantages through case studies. Begin with curated content sharing before progressing to original content creation.
16. How do you handle technical platform issues during critical communications?
Maintain backup communication channels, prepare alternative platforms for immediate use, coordinate with traditional IR channels for simultaneous distribution, and have crisis communication protocols for platform failure scenarios.
17. What if competitors attack or criticize your company on social media?
Focus on factual responses when necessary, avoid defensive reactions, redirect discussions to substantive topics, and maintain professional standards. Document competitive attacks for potential legal review but avoid public confrontation that damages institutional credibility.
18. How do you manage time zone differences for global investor audiences?
Schedule posts for optimal global reach times, create region-specific content when appropriate, use automated scheduling tools for consistent posting, and monitor engagement across time zones to optimize posting schedules.
Advanced
19. How do you measure ROI on IR social media investments?
Track analyst coverage expansion, institutional ownership changes, investor meeting requests, earnings call attendance, and cost per investor relationship compared to traditional IR methods. Attribution modeling connects social media engagement to business outcomes over time.
20. What are emerging trends in IR social media for 2024-2025?
Video content expansion, AI-powered content creation, ESG-focused investor community building, interactive virtual events, and enhanced compliance automation tools. Audio content through podcasts and Spaces continues growing among institutional audiences.
21. How do you handle IR social media during M&A situations?
Increase compliance oversight, limit forward-looking content, coordinate with legal teams on all communications, prepare template responses for common questions, and maintain regular communication to prevent speculation. Consider temporary posting suspensions during sensitive periods.
Compliance/Risk
22. What records must be kept for IR social media compliance?
Archive all posts, comments, direct messages, and engagement analytics per SEC requirements (typically 3-7 years). Include timestamps, audience data, and response tracking for regulatory review capability.
23. Can personal executive social media accounts be used for IR purposes?
Personal accounts can include IR content with appropriate disclaimers, but require same compliance oversight as corporate accounts. Many companies prefer separate professional accounts for executives to maintain clear boundaries between personal and IR communications.
24. How do you handle forward-looking statements on social media?
Include safe harbor disclaimers, reference SEC filings for complete information, avoid specific projections without proper context, and coordinate timing with formal guidance releases. Consider character limits when crafting compliant forward-looking content.
25. What happens if IR social media posts inadvertently contain material information?
Immediately coordinate with legal counsel, file appropriate SEC disclosure if required, distribute information through traditional channels simultaneously, document the incident for compliance records, and review procedures to prevent recurrence.
Conclusion
Investor relations social media strategies represent a fundamental evolution in how financial institutions and public companies engage with their stakeholder communities, combining traditional IR excellence with modern digital communication capabilities. Success requires careful balance of authentic engagement, regulatory compliance, and strategic value creation that enhances rather than complicates existing investor relationships.
The most effective IR social media approaches integrate seamlessly with traditional investor communications, providing additional touchpoints and deeper relationship building opportunities while maintaining the professional standards and regulatory compliance that institutional investors expect. Companies that master this integration typically achieve broader investor reach, stronger stakeholder relationships, and enhanced institutional credibility.
When evaluating IR social media strategy implementation, consider executive comfort levels with digital communication, existing compliance frameworks and legal oversight capabilities, target investor audience platform preferences, integration requirements with current IR calendar and activities, and available resources for consistent content creation and community management.
For financial institutions seeking to develop compliant, effective IR social media strategies that drive measurable investor engagement and stakeholder value, explore WOLF Financial's specialized institutional marketing services that combine deep regulatory expertise with proven social media execution.
References
- Securities and Exchange Commission. "SEC Says Social Media OK for Company Announcements if Investors Are Alerted." SEC Press Release 2013-51. https://www.sec.gov/news/pressrelease/2013-51.htm
- Securities and Exchange Commission. "Regulation FD." 17 CFR 243.100-103. https://www.sec.gov/rules/final/33-7881.htm
- Securities and Exchange Commission. "Investor Publications: Regulation FD." https://www.sec.gov/investor/pubs/regsfd.htm
- Financial Industry Regulatory Authority. "Social Media and Digital Communications." FINRA Rule 2210. https://www.finra.org/rules-guidance/rulebooks/finra-rules/2210
- LinkedIn Economic Graph Research. "Professional Network Usage Among Financial Services Professionals." LinkedIn Corporation, 2023.
- Twitter, Inc. "Twitter Spaces: Audio Conversations Guide." Twitter Developer Platform. https://developer.twitter.com/en/docs/twitter-api/spaces
- Securities and Exchange Commission. "CF Disclosure Guidance: Topic No. 10A — Cybersecurity." https://www.sec.gov/corpfin/guidance/cfguidance-topic10a
- CFA Institute. "Social Media Guidelines for Investment Professionals." CFA Institute Standards of Professional Conduct, 2023.
- U.S. Securities and Exchange Commission. "Commission Guidance on the Use of Company Web Sites." Release Nos. 33-8591; 34-58288. https://www.sec.gov/rules/interp/2008/33-8591.pdf
- National Investor Relations Institute. "Social Media and Investor Relations Best Practices." NIRI Guidelines, 2023.
- Securities Industry and Financial Markets Association. "Social Media Guidelines for Securities Firms." SIFMA Best Practices, 2023.
- LinkedIn Corporation. "B2B Marketing Benchmark Report: Financial Services." LinkedIn Marketing Solutions, 2023.
Important Disclaimers
Disclaimer: Educational information only. Not financial, legal, medical, or tax advice.
Risk Warnings: All investments carry risk, including loss of principal. Past performance is not indicative of future results.
Conflicts of Interest: This article may contain affiliate links; see our disclosures.
Publication Information: Published: 2024 · Last updated: AUTO_NOW
About the Author
Author: Gav Blaxberg, Founder, WOLF Financial
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