The Big Picture

MAY 9, 2024

Nestled in between lip-sync dancers and fashion influencers, financial fraud lurks on TikTok. At least one person1 has noticed the risks to young consumers of social media: Since August 2020, @TikTokInvestors has been curating the most outrageous money-losing and dangerous videos culled from the “financial experts” at TikTok.

Media 337

Media Taxes Math Investments 337

eMoney Advisor

DECEMBER 15, 2022

adults said their most trusted source of financial advice was a financial advisor. That’s up from 22 percent who said the same in early 2020. 1 Market volatility was found to be a major factor in spurring people to seek advice. That’s a 67 percent increase from its 48 awards in 2020. Sources: 1.

Financial Planner 74

Financial Planner CFP Certified Financial Planner Financial Advisor 74

BlueMind

JULY 15, 2022

The Significance Of Financial Compliance Financial compliance requires all actions, procedures, guidelines, and business culture to abide by the rules and regulations set by the regulatory authorities of the financial market. However, what if the client fails to provide the full picture?

Compliance 98

Compliance Financial Advisor Certified Financial Planner Clients 98

Gen Y Planning

AUGUST 1, 2023

For example, the timing of taking on a loan can make a huge difference in how it plays into your greater financial picture. In 2020 or 2021, you took advantage of a 3% mortgage rate and bought a home or refinanced your previous mortgage to reduce monthly payments. Consider how varied interest rates have been over the past few years.

Insurance 98

Insurance Retirement Clients Financial Advice 98

Gen Y Planning

FEBRUARY 1, 2024

So, when it comes to handling your finances, it’s natural to think that the information you hear repeatedly is the best advice to follow. After all, plenty of people are making a living sharing financial advice online (we refer to them as “influencers”). Shouldn’t you listen to what they have to say? Well, no… not necessarily.

Insurance 52

Insurance Financial Advice Accounting Clients 52

Sara Grillo

JULY 10, 2023

I am an irreverent and fun marketing consultant for financial advisors. How financial advisors can get leads from social media Thomas started on social media three years ago, in June of 2020. He asked for help and found a support community Right now Thomas is a fee-only fiduciary financial advisor. And now onto the blog!

Financial Advisor 72

Financial Advisor Media Communication Fee Only 72

Sara Grillo

JUNE 2, 2022

To see this term blurred with the top advisor definition, it makes me mad because it implies that advisors who are selected on the basis of production – and this gives me the sense that this ranking had a lot to do with precisely that – are the best financial advisors. Selling a product does not equal financial advice.

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69