Why Your Financial Adviser Doesn’t Text You

Everyone texts, but have you ever gotten a text from your financial planner? Probably not. There are rules about that sort of thing, and FINRA is cracking down.

Over the shoulder view of businessman texting on smartphone
(Image credit: This content is subject to copyright.)

Don't call me, I'll text you.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Marianna Shafir, Esq.
Corporate Counsel and Regulatory Advisor, Smarsh

Marianna Shafir, Esq. is Corporate Counsel and Regulatory Advisor at Smarsh, a leader in comprehensive digital archiving.