View in browser
 
 
 
Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
September 18, 2025
 
 
 
 
Rob Burgess - head shot.pngBy Rob Burgess Reporter
 

These days, social media can feel less like a fun way to stay in touch and more like "putting evidence in the evidence machine," as writer Dan Sheehan said.

After Charlie Kirk's killing, many employees found out the hard way that their posts reflect on their employers. Experts said these recent incidents highlight the need for firms to have clear, written social media policies.

Does your firm have one? Let me know — robert.burgess@arizent.com.

I hope you'll check out this article, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!

 
Connect with Rob:
 
linkedin
 
 
 
TOP STORIES
 
Practice and client management
 
Strong social media policies shield wealth firms from potential fallout
 
Social media Facebook INstagram Twitter Snapchat
 
After right-wing activist Charlie Kirk was killed, some workers found out the hard way that personal social posts had professional consequences. Experts say the time for firms to strengthen policies is now.
 
 
Read the latest in Wealthtech
 
 
 
Michael Kitces joins ADVISE AI 2025 PLUS registration is OPEN!
 
Register today for the industry's can't-miss event.
 
 
 
 
 
You're receiving this email because you signed up for Editorial emails from
Financial Planning.
 
To update the emails you want to receive, or to unsubscribe from our mailing list, please visit our Email Preference Center.
 
Arizent
 
Arizent
360 Madison Avenue, 8th Floor
New York, NY 10017
 
About | Subscriptions | Contact | Privacy Policy
 
Have questions or concerns? Contact Support
 
Follow us in real time:linkedinxfacebookwhatsapp