#financial-advisers

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fromKiplinger
1 week ago

Six Steps for Financial Advisers to Make Compliant Video Testimonials

"Video testimonials offer a substantial advantage in marketing, as they can effectively build brand visibility and trust for financial advisers across various social media platforms."
Social media marketing
fromwww.housingwire.com
1 month ago

Is reverse mortgage momentum among financial advisers slowing?

Wade Pfau noted that while advisers are more open to reverse mortgages, the overall momentum and usage have slowed recently, needing further education and acceptance.
Retirement
Artificial intelligence
fromWIRED
4 months ago

Want to Avoid AI Scams? Try These Tips From Our Experts

AI-powered scams are currently a significant concern, not just a future threat.
Using AI tools, scammers are implementing deepfakes and social engineering tactics.
Skepticism towards AI financial advisers is necessary, as their motives may not align with consumer interests.
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