Displaying 11 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.
Take off, TikTok! Advisors still Americans’ top source for financial advice
Millennials in a Northwestern Mutual study say they turn to flesh-and-blood financial advisors for guidance over all other sources.
Bad apps + Bad actors = Bad news for advisors
Two types of worrisome trends emerge in the app landscape that financial advisors must watch out for.
BlackRock enters the TikTok sphere
The world's most influential money manager is the latest financial giant to make an appeal to younger investors on the viral video platform.
The ‘finfluencer’ takeover of digital marketing
A new cohort of social media influencers is taking its knowledge and expertise into the financial realm, breathing new life into stodgy prospecting campaigns that have largely relied on blog posts and dinner seminars.
Fidelity is on TikTok jockeying for Generation Z
The discount brokerage posts short video clips on the social media app ranging from how-to guides for using the Fidelity Spire app to explainers of financial terminology.
Advisers can learn from Eileen Cure and her practice management fiasco
The Texas adviser, shunned for alleged racist comments, missed the memo on diversity benefits but exposed a broader conundrum facing advisers.
LPL cuts ties with adviser accused of racism in TikTok video
Eileen Cure is accused of refusing to hire Black job candidates in viral TikTok. Cure called the accusations 'false and defamatory.'
Beyond adoption: Wealthtech finally eyes innovation
Wealthtech has finally graduated from forcing adoption to focusing on innovative ways to bring financial advice into users' pockets.
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.
Wells Fargo bans TikTok over cybersecurity concerns
The bank identified a small number of employees with corporate-owned devices who had installed the video-sharing application
