Investors Are Using Social Media to Level the Playing Field

 

Investing and financial knowledge is now easier than ever to find, thanks to the barriers broken down by social media. Empowering a larger, more accessible digitalized investing environment, regardless of credibility investors are leaning more and more towards advice found on major media platforms. According to JP Morgan Wealth Management media preference most Gen Z’s look to Tik Tok and Instagram for financial advice, while millennials and institutional investors look to LinkedIn and Facebook. Weighing in on this trend, Product Lead at Real Vision, Anthony Palatella identifies some further beneficiaries of this rise in accessibility.

Anthony’s Thoughts:

“If you look at the proliferation of things like crypto or wallstreetbets, those things are directly made possible via media in all of its forms. Whether it’s Twitch, YouTube, Twitter, etc., media levels, the playing field for investors by giving everyone the same level of access to information. At Real Vision, we provide access to the top experts across finance and economics. So, if you’re interested, check us out realvision.com.”

Follow us on social media for the latest updates in B2B!

Image

Latest

CG Infinity
How CG Infinity Brings Cross-Functional Teams Together to Deliver High-Impact Outcomes
February 1, 2026

CG Infinity’s Salesforce Practice is built around helping organizations move forward together, especially when initiatives span multiple teams with different priorities. The focus is on alignment—bringing the right stakeholders into the conversation early and ensuring decisions are made collaboratively so solutions serve the whole organization, not just one function. That capability is reflected in a…

Read More
Salesforce
When Building Beats Buying: A Smarter Approach to Salesforce Decisions at CG Infinity
February 1, 2026

Salesforce offers a broad ecosystem of tools and integrations, giving organizations flexibility but also introducing constant decisions about when to buy, build, or customize. The strongest strategies apply discipline to those choices, ensuring specific requirements are met without adding unnecessary cost or complexity. That balance is a hallmark of how Mike Reeves, Vice President…

Read More
business
How Thoughtful Experience Design Leads to Better Business Outcomes
February 1, 2026

Salesforce gives organizations the ability to automate marketing, personalize outreach, and manage leads at scale—but those benefits only materialize when complex capabilities are implemented cohesively. Through its Salesforce Practice, CG Infinity brings together Marketing Cloud capabilities—including Email Studio, Automation Studio, and Journey Builder—alongside dynamic content, Cloud Pages, and third-party lead integrations. By designing these…

Read More
client
One Team, Shared Goals: Inside CG Infinity’s Client Philosophy
January 31, 2026

Successful Salesforce initiatives rely on alignment as much as technology. When partners stay focused on delivery rather than shared priorities, projects risk meeting technical requirements without achieving real business success. The strongest outcomes come from teams that treat client priorities as the foundation for every decision. That mindset defines how Meagan Diegelman, Principal at…

Read More