Social media – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Fri, 22 Sep 2023 12:33:25 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Social media – Advisor's Edge https://phoenix.advisor.ca 32 32 The slow work of converting social media followers to clients https://phoenix.advisor.ca/my-practice/technology/the-slow-work-of-converting-social-media-followers-to-clients/ Fri, 22 Sep 2023 12:33:25 +0000 https://www.advisor.ca/?p=231025 Committing to a platform and showing your personality can help with prospecting

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]]> Marketing company gets first-ever penalty for deficient advertorial disclosure https://phoenix.advisor.ca/news/industry-news/marketing-company-gets-first-ever-penalty-for-deficient-advertorial-disclosure/ Thu, 27 Jul 2023 15:22:32 +0000 https://www.advisor.ca/?p=229164 BCSC sanctions offside online influencing

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]]> Investors flock to loudest, least skilled voices on social media, finds research https://phoenix.advisor.ca/my-practice/investors-flock-to-loudest-least-skilled-voices-on-social-media-finds-research/ Tue, 09 May 2023 18:57:05 +0000 https://www.advisor.ca/?p=225310 A new paper on finfluencers examines the "wisdom of the anti-skilled crowd"

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]]> Fed’s SVB review points to tougher bank regulation https://phoenix.advisor.ca/news/industry-news/feds-svb-review-points-to-tougher-bank-regulation/ Mon, 01 May 2023 18:14:08 +0000 https://www.advisor.ca/?p=224974 Moody's says prudential requirements and supervision are likely to be stiffened

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]]> Crypto is the bait, and FOMO is the hook https://phoenix.advisor.ca/news/industry-news/crypto-is-the-bait-and-fomo-is-the-hook/ Thu, 20 Apr 2023 18:34:59 +0000 https://www.advisor.ca/?p=224462 NASAA survey on investor threats finds digital asset schemes top the list

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]]> Can advisors be finfluencers too? https://phoenix.advisor.ca/magazine-archives_/advisors-edge_/can-advisors-be-finfluencers-too/ Fri, 31 Mar 2023 14:00:19 +0000 https://www.advisor.ca/?p=222994 Finding opportunities on social media

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]]> Turning social media leads into clients https://phoenix.advisor.ca/my-practice/technology/turning-social-media-leads-into-clients/ Wed, 14 Dec 2022 19:02:26 +0000 https://www.advisor.ca/?p=219306 Fewer than one-third of advisors surveyed had a defined marketing strategy

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]]> Recruiting, retaining assistants isn’t getting any easier https://phoenix.advisor.ca/news/industry-news/recruiting-retaining-assistants-isnt-getting-any-easier/ Wed, 12 Oct 2022 19:54:10 +0000 https://www.advisor.ca/?p=214620 Tips for filling an evolving role

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]]> IOSCO takes on the risks of innovation https://phoenix.advisor.ca/news/industry-news/iosco-takes-on-the-risks-of-innovation/ Wed, 12 Oct 2022 18:51:30 +0000 https://www.advisor.ca/?p=214970 New guidance tackles risks posed by finfluencers, gamification, social media

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]]> Paid social media posts result in BCSC sanctions https://phoenix.advisor.ca/news/industry-news/paid-social-media-posts-result-in-bcsc-sanctions/ Tue, 20 Sep 2022 20:52:38 +0000 https://www.advisor.ca/?p=213996 Earlier this year, the regulator settled with other clients of the same marketing firm for similar allegations

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