Gen Z investors say that social media is their No. 1 source of information for financial topics, according to research from the FINRA Foundation and the CFA Institute. Yet few financial advisors ...

Given the amount of time that many of us spend on social media ... a certified financial professional," said Forbes, citing Jake Falcon, the founder and CEO of Falcon Wealth Advisors.

Financial advisors hopping on social media may be excited by the possibility of client recruitment from the platforms, but finfluencers say it's crucial that advisors actually provide value ...

Well-versed in the digital landscape, she combines real-world experience in website design, building e-commerce shops, managing social media and marketing with years... Rachel Williams has been an ...

Technology As A Conscious Choice In a recent Supermarket News interview, Tara Miller, Trader Joe's vVice president of marketing, explained their rationale for avoiding retail media technology ...

Financial advisors encounter a variety of issues in ... Email updates, newsletters, and even social media can help you keep clients interested. Personalized check-ins can also help you gauge ...