We behave like a big firm. I basically have a running archive of everything we're doing."
Tina Powell, Beacon Wealth Management
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Summary: RIA firms like Beacon, as well as larger wirehouses such as Wells Fargo and Morgan Stanley, are seeking to harness the power of social media more than ever before while treading carefully to keep within regulatory requirements. It's a way for advisers to stay on top of any professional and personal developments in their clients' lives that may require special financial attention.
We behave like a big firm. I basically have a running archive of everything we're doing."
Tina Powell, Beacon Wealth Management
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