Social media

Social media offers a pool of potential clients to advisory firms, but most planners struggle to connect with younger audiences.

Finfluencers — "financial influencers" — get a bad rap, but there's no arguing that they're changing how younger generations learn about personal finance.

As concerns around economic instability mount, more Americans are turning to professional financial advisors to help protect their assets.

Firms are deploying new tools to create campaigns and track how effective their marketing spending is, but the core concept of connecting directly with clients and prospects on a human level hasn't changed.

LinkedIn still rules for professionals, and newer platforms like Bluesky are on the rise. But is social media even worth the effort for advisors these days?

We've added up-and-coming social media platforms to our offerings to connect with a larger audience of financial advisors and wealth managers.

A recent Social Capital Markets report found that 71% of social media financial advice is misleading.

At FINRA's advertising regulation conference in Washington, D.C., leaders said they are looking at how broker-dealers are using large language models and AI translation services.

Today's clients are looking for planners who stand out online as they try to make sense of newly available information and tools, according to two expert panels.

From hashtags to hyperlinks: Here are best practices for advisors who post on social media, from experts in the industry and the financial regulatory authorities.