What To Do With Finfluencers? episode artwork

EPISODE · Sep 14, 2026 · 33 MIN

What To Do With Finfluencers?

from The Plain Bagel · host The Plain Bagel

CFA Report: https://rpc.cfainstitute.org/-/media/documents/article/industry-research/finfluencer-report.pdfChapters:00:00 - Introduction02:26 - It's Not All Bad04:55 - The Problem With Finfluencers05:53 - Risk 109:43 - Risk 2 & 313:12 - Risk 414:46 - Risk 516:07 - Why This Matters18:49 - What To Do? 23:56 - ConclusionMentioned 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-searchUS 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/investingUS 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.htmlMy 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 TikTokInvestorsDISCLAIMER: 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). Learn more about your ad choices. Visit megaphone.fm/adchoices

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What To Do With Finfluencers?

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