What To Do With Finfluencers?
The Plain Bagel 26:41
619,021 views · 19,612 likes Watch on YouTube ↗
CFA Report: https://rpc.cfainstitute.org/-/media/documents/article/industry-research/finfluencer-report.pdf
Chapters:
00:00 - Introduction
02:26 - It's Not All Bad
04:55 - The Problem With Finfluencers
05:53 - Risk 1
09:43 - Risk 2 & 3
13:12 - Risk 4
14:46 - Risk 5
16:07 - Why This Matters
18:49 - What To Do?
23:56 - Conclusion
Mentioned Channels:
- @TwoCentsPBS
- @AswathDamodaranonValuation
- @MoneyGuyShow
Canada Database for Advisors:
- Registration Status: https://info.securities-administrators.ca/nrsmobile/nrssearch.aspx
- Disclosures: https://www.ciro.ca/advisor-report-search
US Database for Advisors:
- Registration and Disclosures: https://brokercheck.finra.org/
Canadian Courses/Resources (mostly applicable outside of Canada as well, but some details are country-specific):
- https://www.mcgillpersonalfinance.com/
- https://www.desjardins.com/ca/co-opme/desjardins-difference/personal-finance-im-in-charge/index.jsp
- https://www.wealthsimple.com/en-ca/learn/category/investing
US Courses/Resources (I unfortunately am not as familiar with US resources, but here are a couple):
- https://investor.vanguard.com/investor-resources-education
- https://www.wonderprofessor.com/123s24/123.html
My own qualifications:
- Chartered Financial Analyst (CFA) designation
- Certified Financial Planner (CFP) designation
- Bachelors of Finance degree
- 9 years experience working in finance
- Registered as a portfolio manager under the Ontario Securities Commission in Canada.
Credits:
- This video contains songs composed by @Kevin MacLeod
- Several clips were grabbed from X account TikTokInvestors
DISCLAIMER: I do not hold positions in any of the stocks/crypto mentioned in this video.
This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Chapters:
00:00 - Introduction
02:26 - It's Not All Bad
04:55 - The Problem With Finfluencers
05:53 - Risk 1
09:43 - Risk 2 & 3
13:12 - Risk 4
14:46 - Risk 5
16:07 - Why This Matters
18:49 - What To Do?
23:56 - Conclusion
Mentioned Channels:
- @TwoCentsPBS
- @AswathDamodaranonValuation
- @MoneyGuyShow
Canada Database for Advisors:
- Registration Status: https://info.securities-administrators.ca/nrsmobile/nrssearch.aspx
- Disclosures: https://www.ciro.ca/advisor-report-search
US Database for Advisors:
- Registration and Disclosures: https://brokercheck.finra.org/
Canadian Courses/Resources (mostly applicable outside of Canada as well, but some details are country-specific):
- https://www.mcgillpersonalfinance.com/
- https://www.desjardins.com/ca/co-opme/desjardins-difference/personal-finance-im-in-charge/index.jsp
- https://www.wealthsimple.com/en-ca/learn/category/investing
US Courses/Resources (I unfortunately am not as familiar with US resources, but here are a couple):
- https://investor.vanguard.com/investor-resources-education
- https://www.wonderprofessor.com/123s24/123.html
My own qualifications:
- Chartered Financial Analyst (CFA) designation
- Certified Financial Planner (CFP) designation
- Bachelors of Finance degree
- 9 years experience working in finance
- Registered as a portfolio manager under the Ontario Securities Commission in Canada.
Credits:
- This video contains songs composed by @Kevin MacLeod
- Several clips were grabbed from X account TikTokInvestors
DISCLAIMER: I do not hold positions in any of the stocks/crypto mentioned in this video.
This channel is for education purposes only and does not constitute financial advice - Richard is not responsible for investment actions taken by viewers. Please seek out a registered advisor if you require assistance (while Richard is a registered portfolio manager at WDS Investment Management, he does not provide advice through The Plain Bagel, which is not affiliated with his employer).
Category (YouTube): Education
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