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Social Media

Displaying 4 results

Topic

Should you be a finfluencer?

Social media is the new storefront. Advisors could miss reaching people looking for information, who instead get it from a bad finfluencer.

Topic

Millennials want advice now but industry ‘unprepared’

Firms must have a clear idea of how to attract and retain G2 advisors as record CFP exam numbers offer good news for the future.

Topic

Finra fines M1 Finance in landmark social media enforcement

The regulator hands down a $850,000 penalty after finding noncompliant promotional messages from M1's finfluencer army.

Topic

Despite more than $2B in fines, financial industry still uses risky communications

Report reveals texting and messaging apps common at RIAs and broker-dealers.