News of the Trump administration’s (paused, for the moment) tariffs on Canadian and Mexican imports sent media and financial services professionals scrambling to answer two questions: “What does my audience need to know right now?” followed by, “What are the second-...
We are nearly two years into the arrival of generative AI. How are financial advisors using this technology? And, how do they feel about it? We attended Financial Planning’s Advise AI conference to get a snapshot of advisors’ relationships with generative AI. But we...
Tech alone won’t help financial advisors close the wealth gap – not without addressing the bias that lurks in the tools advisors use. That was the message at this year’s Conference of African American Financial Professionals in Atlanta. Speakers like Raphael...
In a perfect storm of market volatility, financial professionals must move with speed and calm confidence. That goes for the PR and marketing professionals who work alongside those financial professionals, too. To set the stage: A weaker-than-expected jobs report, a...
It’s clear that the news cycle has become overwhelming and intense. In just the last several days we’ve seen the assassination attempt on Donald Trump, the widespread CrowdStrike outages and President Biden’s decision to drop out of the reelection campaign while...
