Finfluencers: What Drives Them, & How Should Regulation Evolve

Original Description

As financial content becomes more accessible than ever, who is responsible for ensuring it’s shared and consumed responsibly?

In this conversation, led by Rhodri Preece, CFA, Senior Head of Research, and featuring content creators Ignacio Martinez Moreno, CFA (@thebluntdollar) and Richard Coffin, CFA (@theplainbagel), the group explores the evolving role of finfluencers, regulation, and investor responsibility in today’s digital finance landscape.

From the democratization of finance to the risks of undisclosed partnerships, aggressive claims, and blurred lines between investing and gambling, the discussion examines how creators, regulators, platforms, financial firms, and consumers all play a role in building trust and accountability, drawing on insights from The Finfluencer Appeal: Investing in the Age of Social Media by Serena Espeute and Rhodri G. Preece, CFA, CFA Institute Research and Policy Center, click here to view; https://cfainst.is/4qhhHKC

Hear insights on:

- The democratization of finance and increased access to financial education

- The growing influence of finfluencers on investor behavior

- Regulatory challenges across global markets

- The role of disclosures, transparency, and accountability

- How social media platforms and financial firms shape financial content

While challenges remain, this conversation highlights why the rise of financial content online is ultimately a positive development—when approached with transparency, ethics, and investor protection in mind.