Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
November 22, 2022
Wealth Managers With the Best & Worst Apps, Websites: J.D. PowerBased on responses from some 6,400 full-service and self-directed investors, the results show the critical role of technology.
November 18, 2022
Why Recognition Matters: The LUMINARIES Program in ActionAs we showcase our 2022 winners, several aspects of the program are worth highlighting.
November 17, 2022
UBS Launches New Offering For UHNW Clients: Tech RoundupAlso, FP Alpha releases second-generation tax projection tool.
November 16, 2022
Is Outdated Wealth Management Technology Costing You Business?Two-thirds of advisors in a survey said they'd lost business due to outdated tech.
November 10, 2022
FiComm, FMG Launch Coaching Program for Advisors: Tech RoundupAlso, Cadence Bank plans to onboard the investment business of legacy BancorpSouth Bank to LPL's platform this quarter.
November 08, 2022
Still Not Ready for the SEC's New Marketing Rule? Here's What to DoCompliance experts air their views on what advisors should be doing now to be ready if the SEC comes knocking.
November 03, 2022
Social Security COLA Could Have Surprising Tax EffectsSocial Security taxation doesn't change with inflation, but tax brackets do. This can produce unusual results.
November 03, 2022
'Questions Abound' as SEC Marketing Rule Deadline Is HereAdvisors are still confused thanks to the "lack of credible guidance" from the SEC, says Kroll's Ken Joseph.
November 02, 2022
SEC Expected to Be 'Heavy-Handed' With Marketing Rule EnforcementSimply continuing to avoid testimonials carries its own risks, Bill Simpson of Hearsay Systems tells ThinkAdvisor.
November 01, 2022
How One Small Firm Uses Tech to Tackle Tax PlanningJames Hargrave explains to ThinkAdvisor how his firm, with about 10 people, punches above its weight — with a little help.