Canadian Regulator Issues New Social-Media Guidelines For Advisers

–IIROC stresses need to pre-approve so-called static contents

–IIROC says real-time discussions should be supervised

–IIROC: Firms should monitor third-party posts such as retweets that may be considered endorsements

TORONTO (Dow Jones)–The Investment Industry Regulatory Organization of Canada issued new social-media guidelines for investment advisers, stressing the need to pre-approve some content and supervise real-time discussions posted by the advisers on blogs and social-media platforms including LinkedIn, Twitter, Facebook and YouTube.

In …

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Joe Beccalori is a twenty-five-year digital marketing veteran and industry thought leader. After working for fifteen years in enterprise web programming, design, and marketing services he founded Interact Marketing in November 2007 and is currently the company CEO, visionary, and public speaker. He is also a contributing author on Forbes, Huffington Post, and Relevance.com. In December of 2017, Interact's parent company also acquired Slingshot SEO.

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