Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
April 25, 2022
Elon Musk Lands Deal to Take Twitter Private for $44BInvestors will get $54.20 per share, which is about 38% more than the stock's close on April 1.
April 25, 2022
LPL Picks Up Merrill Exec, Shuffles LeadershipLPL has named new leaders to the groups formerly led by Burt White and Andy Kalbaugh.
April 22, 2022
Estate Planning Enters the Digital Age: TD WealthOver 70% of those polled use blogs, social media and other tools when working on estate plans, a recent survey finds.
April 21, 2022
Fidelity Launches 'Gamified' Educational Metaverse ExperienceThe new Fidelity Stack teaches the basics of investing in ETFs including its news metaverse-themed fund.
April 19, 2022
Orion to Buy CRM Provider Redtail"This acquisition presents a game-changing opportunity for growth-focused independent advisors," Orion CEO Eric Clarke said.
April 14, 2022
Goldman Sachs, Morgan Stanley Face Off on Musk Bid for TwitterMorgan Stanley is advising Musk on the $43 billion offer, while Twitter has enlisted the help of Goldman Sachs.
April 04, 2022
Elon Musk Becomes Twitter's Biggest ShareholderMusk, the world's richest person in the Bloomberg Billionaires Index, has made over $1 billion on his holding since mid-March.
March 31, 2022
Where More Work Remains to Be Done for Women in Financial Services: F2's Liz Fritz"I knew ... I was a trailblazer, but [the low number of female fintech founders] certainly is humbling and shows we need to do better," the executive says.
March 25, 2022
10 Growth Trends in Wealth Management Today: BroadridgeRecent industry analysis highlights investor client interest in cryptocurrencies, model portfolios, ESG offerings and more.
March 24, 2022
Carson Tapped as FPA Coaching Partner"We've seen the tremendous impact coaching can have in supporting financial planners as they move through the profession," said Carson Group's Jamie Hopkins.