Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
October 31, 2022
Cold Calling Is Out; Lead Generation Is In for 2023: SurveySmartAsset asked advisors where they planned to focus their marketing efforts next year.
October 27, 2022
Envestnet, FNZ Partner on Wealth Platform: Tech RoundupIn addition, Orion Advisor Solutions launched Redtail Campaigns, a CRM-centric advisor marketing suite.
October 26, 2022
SEC Marketing Rule Brings New Freedom, New Requirements: Brian McLaughlinThe Orion exec discusses what advisors can do now and how to survive the upcoming SEC exam sweep.
October 26, 2022
New SEC Plan Says RIAs Must Vet Third-Party ServicesThe SEC doesn't recognize "how little leverage firms have over many service providers," says IAA's Karen Barr.
October 25, 2022
Start With Your AudienceTo succeed at digital marketing, this social-media pro says advisors need to be strategic but still can have some fun in what they post.
October 25, 2022
Put Technology to Work for You & Your ClientsTechnology can seem overwhelming, but there are powerful ways to be strategic and use it to build your business, according to Carson Group's CTO.
October 19, 2022
Millennial and Gen Z Wealth Grew by 25% in 2021: CerulliYounger investors are eager for comprehensive financial advice and are willing to pay for it, Cerulli reports.
October 13, 2022
Schwab Pilots New Broadridge Proxy Polling Solution: Tech RoundupAlso, Lori Hardwick was appointed chair of Docupace's board of directors.
October 12, 2022
6 Things Advisors Should Look For in Client-Friendly TechnologyInvestors are generally satisfied with their wealth managers but are significantly less satisfied with their digital tools.
October 11, 2022
Virtual Assistant Helps RIAs Fill 'Void' as They Grow: XYPN FoundersMost XYPN members and RIAs in general "don't want to build a big business," Alan Moore tells ThinkAdvisor.