Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
The Best & Worst Mobile Apps for Wealth Management: J.D. Power, 2021
By Michael S. FischerOverall customer satisfaction with these apps rose nine points year over year to 858 on a 1,000-point scale.
November 10, 2021
Dynasty Pilots Program to Match Wealthy Prospects With AdvisorsA beta launch of the new Dynasty Connect referral program started with a small number of advisors in the firm's network.
October 11, 2021
Combating the Top 5 Fears of Starting an RIA BusinessThrough strategic partnerships, big goals and trust in the process, you can build your own successful business.
September 17, 2021
Social Media 'Finfluencers' Could Hurt a Lot of Investors, QuicklyWhen financial advice doesn't come from regulated financial professionals, cracking down on bad advice is tricky.
September 17, 2021
FINRA Sweeps BDs on Use of Social Media Influencers, Referral ProgramsThe sweep focuses on practices related to customer acquisition through channels like TikTok, Facebook and Reddit.
September 16, 2021
MassMutual to Pay $4M Fine Over 'Roaring Kitty' Posts"It's clear that MassMutual was not as diligent as it should have been in supervising its employees," Galvin said.
September 07, 2021
How Investors in Different Jobs Choose Their Financial AdvisorsWorkers in different occupations prioritize different traits in advisors, Spectrem found.
August 03, 2021
Most Advisors Are Terrible at Niche Marketing. Don't Be Like Most Advisors.Financial advisors must do something to stand out in a "sea of sameness."