Lisa Shidler

How Facebook's unfriendly new privacy strictures are edging RIAs into the social media monster's business-page boonies

Ken Anderson: We can continue to archive the personal pages but don't have access to those messages.

Facebook

MarketCounsel

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Hearsay Social

Smarsh

Dan Bernstein

Bruce Milne

Ken Anderson

Connie Sung Moyle

The past two years have been some of the most momentous in the relatively short history of the RIA profession. Legislators and regulators have been gradually embracing the fiduciary standard, though whether it will fully apply to everyone calling themselves advisors remains to be seen.

The Department of Labor’s crusade to lower costs and increase transparency in retirement plans means a spate of new regulations affecting advisors and brokers in that market. Dodd-Frank Financial Reform, meanwhile, continues to unroll across the profession, with the biggest change being a shift to state oversight of RIAs with less than $100 million AUM. In this section, you’ll find continually updated RIABiz.com coverage on all these topics.

RIA Compliance

The RIA business has many tech vendors working hard to serve its diverse needs, and we're seeing technology become a more crucial part of setting up and running an RIA than ever before.

The Technology section includes unbiased tech reviews, tech-related news, and coverage of tech-related conferences.

Technology

Third-party data culling and archiving firms like Hearsay and Smarsh are scrambling for workarounds as the data spigot runs dry and new compliance challenges loom

How Facebook's unfriendly new privacy strictures are edging RIAs into the social media monster's business-page boonies

Related Moves

September 11, 2020 at 3:18 AM

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