Tag Archive for: SEC

Facebook likes and links for financial advisors vs. the rest of the world

What’s sauce for the goose is sauce for the gander, or so the cliche’ goes. But financial planners regulated by the SEC and FINRA often can’t use techniques promoted by social media gurus. This article discusses one such Facebook page technique.

Somewhere I read that I should ask people who “like” the Investment Writing Facebook page to post a link to my page as their Facebook status. I’ve never had much luck with this tactic. Nor have I noticed any of my Facebook financial friends trying this technique. This prompted me to pose a question about this on my Facebook page.

Have you had any luck asking people who “like” your Facebook page to post a link to your page as their FB status?

This is the question I asked on the Investment Writing Facebook page and on my personal page. Here are some of the answers.


Poll: Advisor vs. adviser

Which spelling is correct—advisor or adviser?

Google argues for advisor. Searches yielded 741 million results for advisor versus only 132 million for adviser.

The SEC favors “adviser.”

When I ran a poll on this topic in 2012, “advisor” won over “adviser,” 79% to 21%. Most of my clients prefer “advisor,” too. However, some people whom I respect favor “adviser,” as you’ll see in Bill Winterberg’s tweet, the links below, and the comments on this post.

Updates to “Advisor vs. adviser”

July 2012 update:

Here are links to two recent articles on this topic:

March 2017 update: I removed the outdated poll reference and shared the results of that poll.

Also, see the advisor vs. adviser link in the following tweet, courtesy of Stephen Foreman:

Phillip Shemella, author of “Advisor or Adviser: A data-journey for one word that goes both ways,” says, “advisor is a title, and adviser is anyone else who advises and is not already an advisor.

Adviser or advisor? The debate rages on” covers similar ground in Investment News.