Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
December 17, 2021
JPMorgan Bosses, Hooked on WhatsApp, Fuel $200M PenaltyTens of thousands of messages escaped surveillance, hindering investigations, the SEC said as it doled out an unusually large fine.
December 16, 2021
How Younger Donors Are Changing Charitable Giving: Wells FargoIn a recent survey, 46% of participants said they had used newer ways of giving this year.
December 10, 2021
Asset Manager Websites Drive Advisors' Decision to Invest: J.D. PowerMany asset managers are missing the mark on basic website navigation and functionality, the research group finds.
December 07, 2021
Regulators: Hold On to Digital Communications!The pandemic forced online communication through several devices; now, regulators want advisory firms to hold on to this information.
December 02, 2021
The Do's and Don'ts of Using Client TestimonialsLarry Sprung of Mitlin Financial, an early adopter of testimonials, discusses some best practices and how to stay out of trouble.
December 02, 2021
5 Tips for Designing a Top Client PortalA great portal helps clients best understand their finances and your value as an advisor.
November 29, 2021
Commonwealth Plans Big Tech Investments as More of Its Advisors Ditch FINRA"Commonwealth actually looks more like a national RIA than it does a traditional broker-dealer," CEO Wayne Bloom tells ThinkAdvisor.
November 24, 2021
Google Reviews Are the New Client Referrals: Samantha RussellThe new Google Screened "could be a huge game changer" under the new SEC ad rule, she says.
November 24, 2021
Penn Mutual's Tom Harris: Clients Want Your AdviceThe distribution executive also talks about one (furry) obstacle to the shift to digital communications.
November 18, 2021
S&P Dow Jones' Newest Stock Indexes Are Based on Positive TweetsTwo new S&P 500 indexes overweight stocks with high sentiment scores, measured from tweets with cashtags on Twitter.