Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
The 4% Rule: Love It or Leave It?
By John ManganaroSome like the simplicity of the approach, while others fear that its apparent inflexibility causes serious problems.
December 15, 2025
How Social Media’s Influence on Investing Is Evolving: FINRAIt provides opportunities for member firms to engage with clients and gain market insights from data, a study finds.
December 05, 2025
Pandemic-Era Surge of New Investors Is OverRisk appetite is down, and interest in crypto appears to be declining, FINRA research finds.
November 21, 2025
Best and Worst Wealth Platforms for Digital Experience: J.D. Power, 2025The more technologically advanced and consistent the wealth management tools, the higher the investors’ overall satisfaction.
October 28, 2025
You Don’t Need a Podcast — You Need a PlanThe advisors winning today aren’t doing more. They’re doing what matters most, with clarity and consistency.
October 23, 2025
Who Works With Advisors? 7 New StatsFinancial professionals are the most trusted source of financial information, a new survey finds.
October 22, 2025
FINRA Suspends Ex-Fidelity Rep Over Social Media PostsKevin Jenkins ran a company that posted unapproved finance-related content, according to FINRA.
September 17, 2025
Former CNBC Editor Clarifies Controversial Posts About Charlie Kirk, TrumpJim Pavia said he wasn’t aware Kirk had died when commenting about his shooting in a personal chat.