Social media

Some financial advisors may still hesitate to get on LinkedIn, Facebook, Instagram, YouTube or TikTok. But experts say growing firms need to be on the social platforms.

After right-wing activist Charlie Kirk was killed, some workers found out the hard way that personal social posts had professional consequences. Experts say the time for firms to strengthen policies is now.

Word-of-mouth endorsements still pack a punch, but after prospects identify a trusted referral, they then verify online — here's how to be prepared.

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.