WEALTHTECH

Is there a dirtier word than "finfluencer" when it comes to financial marketing? Probably not.

But much like choices we make in college, there are lessons to be learned from mistakes. A new report from the CFA Institute lays out some of the problems with these celebrity advice-givers and what REAL financial advisors can take from it all. 

Below, our latest on the scope and scourge of the dark side of TikTok, at least for financial advisors and those trying to make their own financial decisions.

Thanks for reading.

Brian Wallheimer Brian Wallheimer
Editor-in-Chief, Financial Planning

What the industry can learn from 'finfluencers'

By Tobias Salinger      

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

Advisors top family, friends and 'finfluencers' as most trusted source for financial advice

By Justin L. Mack      

Northwestern Mutual's Planning & Progress Study reveals Americans with an advisor are much more confident about their financial futureS, yet only 37% work with one. Read story →

TikTok as a financial advisor? Here are the pros and cons of FinTok

By Paola Peralta       5 min read

Social media has definitely made financial advice more accessible, but that doesn't necessarily mean it's all good advice. Read story →

ETF firm hid role of Barstool's Dave Portnoy in launch, SEC says

By Austin Weinstein       2 min read

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

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How advisors can reach the next generation of investors

By Courtney Hoff Dockerty      

Putting financial security before relationships and wanting investments that don't harm their altruism are key to young investors. Read story →

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