Social media

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.

Canned content can keep clients from reaching "FinCon 1" when something like Monday's market downturn can set them on edge. Here's how to plan it.

The SEC, FINRA and other agencies have been closely watching social media posts related to financial advice. Consultants share how to attract young investors on social media without encountering regulatory pitfalls.

She and former business partner Lazetta Rainey Braxton moved back to their own standalone firms. Here's a look at Dorsainvil's approach to practice management.

The IRS warned about bad advice that's being peddled on social media promoting a bogus "Self Employment Tax Credit" and prompting unsuspecting taxpayers to file false claims for the credit.

The Internal Revenue Service has stepped up efforts to combat dubious tax advice promoting schemes involving the Fuel Tax Credit, the Sick and Family Leave Credit, and household employment taxes.

The U.S. Securities and Exchange Commission is looking at how social media influencers and AI technology may pose conflicts of interest, steer investors' financial decisions.

The CFA Institute analyzed 110 videos and other social media posts. Here's what financial advisors and other investment professionals should know.

Van Eck Associates failed to share important details about the fund's planned fee structure with its board, according to the regulator.

Social marketing can be a powerful tool that advisors should tap into. If the content is good, an audience will find it, writes Altruist's head of community.

A tech firm that works with some of Wall Street's biggest names finds that off channel communications continue to be a problem.

Brand is more than logos, color palette and images — it's a consistent effort that encompasses every client-facing aspect of your practice, says this marketing expert.

The Hearsay User Maturity Model evaluates and quantifies advisors' social behaviors, and provides guidance on how to get better.

A new MassMutual study finds that young people in pursuit of the almighty dollar feel behind in saving enough to retire at an ideal age.

Media-desensitized investors need help distinguishing between media information and inflammation. That's where a good advisor comes in.