Kate Holmes, founder of Belmore Financial in Las Vegas, includes a video that pokes fun at how boring the financial education process can be. The effect shows how she operates differently.
(Read Ms. Holmes' blog on why she shares her personality online.) Twitter is another place advisers can demonstrate their humanity. In this tweet, Oxygen Financial founder Ted Jenkin demonstrates he's a dedicated father: “Spending two days at your daughter's swim meet. That is a #realdadmoments for sure. Pleasure spiked with pain!” Experts point out there are limits, of course, to how far outside the corporate norm advisers should take their online personalities. First and foremost, people have to trust advisers with their money, Mr. Richards said. Advisers unsure of whether a particular post is appropriate should consider whether it's a conversation they would have with clients face to face. “It's very much driven by how people interact in the normal course with their clients,” he said. For websites, Mr. Richards recommends ditching corporate head shots and the smiling, staged staff photos and replacing them with pictures of the staff working together in a conference room or photos from events. People should look like they are enjoying themselves, the way this adviser's client services team seems to be in this photo from Alan Rae Wealth Management in Richmond, B.C., he said. Videos that show advisers interacting with their staff and their own families, and participating in charitable events or hobbies, generate more feedback, Mr. Richards said.
Short sellers previously said the company was under investigation, though Roblox denied allegations.
The Consumer Financial Protection Bureau is in the crosshairs of the Republican group that is widely attempting to dismantle government agencies.
National Securities Corp. sued the advisor in 2020, alleging breach of contract and unjust enrichment.
Recent data support a measured pace by the Federal Reserve for the year ahead.
Financial advisors are still adding alternatives despite the surge in publicly traded stock prices
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