Financial advisors and wealth planners may be worried about the shape of their own roles. What need will the generation that relies so heavily on social media have for a financial advisor?

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.

There are several social media platforms advisors can take advantage of, such as Facebook, Instagram, LinkedIn and TikTok. Your business should be wherever your target audience is. If you're not ...

But they cost money, and hiring a financial planner can be a costly measure for potential investors. Instead, many Americans are turning to a free source of information: social media. Every day ...

How to Use Gen AI for Social-Media Marketing One marketing tactic ... Some people seem to think so. But, for financial advisors looking to use generative AI now to better serve their clients ...

which found that “30 percent of Americans used social media for financial advice, making it the third most popular source after friends and family (47 percent) and financial advisors and profess ...

In light of a Forbes Survey showing that nearly 80% of young adults now turn to social media platforms for financial advice, Social Capital Markets, a blockchain technology hub, set out to ...

In today’s interconnected world, digital media plays a crucial role in reaching potential clients. Financial advisors who ...

Advisors can provide better service when they offload time-consuming tasks Rebecca Rosenberg has 10+ years of experience as a writer and content strategist. She has written dozens of articles on ...