Technology

05 Oct The Importance Of Choosing The Right Social Media Platform For Financial Advisors

Posted at 11:31h in Financial Planning, Marketing, Security, Technology

Financial advisors should carefully consider their preferred platform and target audience when developing their social media strategy...

Posted at 10:58h in Financial Planning, Technology

From meeting prep to constructing financial plans, here’s how advisors are making use of new tech Advisors’ work...

Posted at 00:00h in Technology

In his presentation, Atkinson highlighted a CFA Institute study that revealed two thirds (66%) of investors trusted...