Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
July 14, 2022
Annuities Are Still Too Complicated: Robert PowellThe iPipeline executive says harmonizing state rules would help.
July 14, 2022
Morgan Stanley to Pay $200M Over Misuse of Personal DevicesEarlier, regulators imposed a similar fine on JPMorgan, noting that managers had used WhatsApp and personal email for work.
June 29, 2022
NBA Invests in Celebrity-Backed Kids' Social NetworkZigazoo is a TikTok-like video-sharing app for children that plans to expand into the metaverse.
June 28, 2022
Goldman Says Losses From Its Consumer Push to Top $1.2B This YearThat tops the roughly $1 billion hit Goldman estimated for 2020, saying it would be the low point for the Marcus venture.
June 27, 2022
Life Insurance, Annuities and R&D Tax CreditsDistributors can benefit from R&D incentives, too.
June 22, 2022
Meet the LUMINARIES Class of 2022 FinalistsNow in its second year, the recognition program spotlights firms and individuals who excel in four categories.
June 21, 2022
The Metaverse Is Coming, and It Could Be Worth TrillionsCompanies like Microsoft and even Ikea are laying the groundwork now.
June 21, 2022
Meta Rolls Out Monetizing Features for Instagram, Facebook CreatorsNFTs, profiting from short videos and earning direct revenue are all on the horizon for content creators, CEO Mark Zuckerberg says.
June 17, 2022
From Wordle to the Metaverse, Apps Get Less AddictiveGen Z is keenly aware of the dangers of repeated daily social media check-ins, and internet platforms are responding.
June 14, 2022
Many Firms Failing to Engage the Emerging Wealthy: CapgeminiWealth managers need to rethink their strategies as the demographics of millionaires evolve, the group reports.