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Summary: Advisors who take anything but the most basic client information from one employer to another can get themselves sued. But they may have a bit more leeway with contacts made through social-media outlets like LinkedIn, says The Wall Street Journal.
 At non-protocol firms, it helps to set up social-media accounts using a personal e-mail address rather than your employer’s. That can make it “harder for firms to argue that such contacts are the firm’s property.”According to the Wall Street Journal. |
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