Tag: Social media

Industry experts say financial advisers can adopt social media techniques that emphasize their knowledge, their engagement and their accessibility to...

Though more than half of retail investors surveyed by Betterment relied most on personal research and judgment, they did not...

As ‘finfluencers’ shape how younger investors engage, firms and regulators are grappling with risks of compliance, fraud and financial literacy.

Recently released FINRA research shows 61% of surveyed investors aged 18 to 34 made investment decisions based on recommendations from...

Advisers should emphasize their value propositions, such as professional competency and duty of care, according to CFA policy center.

Surveys also indicate they would trust financial professionals more if the advisers leveraged AI-generated advice.

A financial services social media expert stresses the importance of analyzing audience and connecting to stakeholders and peers to gain...

The majority of Generation Z, including investors and non-investors, rely on social media and family members for financial information.

41% of advisers told Broadridge they generated clients through social media, up from 34% in 2019.

A new survey finds that a majority of advisers expect marketing efforts to play a big role in growing their...

A new survey suggests advisers are also using social media more often to reach new clients, though many argue that better technology tools would greatly help with this.

Hartford Funds data finds that, overall, 33% of respondents reported seeking financial advice online and almost half say social media...

With online advertisements, advisers have an opportunity to reach younger people who are interested in finance topics.

A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.