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I've been a investment advisor/manager for 28 years and my team and I are in the process of learning how best to use technology including email newsletters and social media sites for client service and new business development. We are finding that the SEC regulations were not necessarily designed to regulate this new technology rich environment and there are a lot of grey areas. Are there any advisors and or compliance professionals out there that can share their experiences in the dos and don'ts of using social media in the financial services industry? Thanks. Art Nunes, Northwest Asset Management
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