Displaying 49 results
Dave Ramsey takes a jab at advisors’ future clients
Targeting a group who could turn into financial advisors' clients is a dubious marketing strategy, executives said.
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.
How social media powered millennial-focused practice
Thomas Kopelman believes in the power of social media to allow advisors to connect with clients genuinely seeking financial guidance.
Twitter hysteria over Musk ownership has advisers reassessing value of the platform
As the $44 billion acquisition sparks extreme reactions for and against the new owner, fintwit considers whether tweeting is still worth all the fuss.
Implementing a social strategy that won’t get you fined by the SEC
It's important for advisers to understand what they can and can't do under the agency's new marketing rules when it comes to advertising and marketing via social media and messaging apps.
Finra probes brokerages’ use of social media for prospecting
The broker-dealer self-regulator launched the exam sweep a couple of weeks after the Securities and Exchange Commission released a request for comment about the “digital engagement practices” used by investment advisers and broker-dealers.
The impact versus the job: Lessons on making a noble profession
I believe we can fundamentally change people’s lives for the better through financial advice.
The critical importance of thought leadership for RPAs
RPAs need to create or use high-quality content. Ideally, RPAs get their content published or speak at industry events. Though social media is important, we have all learned that it is not necessarily reputable.
An adviser’s social media strategy: Post, refresh, repeat
Advisers should embrace social media with an authentic voice that shows their personal side, said marketing strategist April Rudin at the InvestmentNews Virtual Fintech Summit.
Viral or vicious? Financial advice blows up on TikTok
In the past, advisers viewed social media as a marketing tool that targeted only millennial and Gen Z clients. That narrative has changed.
Instagram reigns — for now
While Instagram represents a smaller scale for personal finance advice content compared with TikTok, financial advisers are still capturing clients through the platform.
How social media fueled the GameStop stock surge
The market frenzy was spurred by social media posts from prominent CEOs and internet influencers. The tweets and threads created internet mayhem and ultimately pushed the video game retail business to a $24 billion market cap.
tech STACK$: Social Media: It’s not just for influencers
TikTok influencer Humphrey Yang, Twitter-savvy adviser Doug Boneparth and Instagram savant Jacqueline Schadeck discuss how social media can lead to exponential business growth.
Advice firms ‘champing at the bit’ over new advertising rule
The SEC's rule, which represents the first update to advertising regulations since 1961, presents potential opportunities and dangers
Tips for guarding your devices from cyberattacks
Sophisticated cyberthreats and scams are on the rise, making it more important than ever to protect devices
‘I’m getting lit up on TikTok!’ A candid conversation with Josh Brown
The Reformed Broker talks about his latest book and why he’s no longer a fan of Twitter
Talking politics on Twitter? Proceed with caution
It’s not just about the potential for losing prospective business, but how political viewpoints can impact the adviser-client relationship
Social media boosts adviser-client relationship amid pandemic
Widespread acceptance of online platforms is creating opportunities for customized client experiences
Lawyers slow to embrace Zoom for Finra arbitration hearings
In-person sessions, suspended during the pandemic, allow for better presentation of evidence and arguments, they say
Advisers bolster online presence as coronavirus shuts down in-person meetings
Attracting new clients depends on using Zoom and enhancing the firm's website with more content
