Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
November 16, 2021
AllianceBernstein Expands Offerings for AdvisorsThe firm has created a practice management consultant program with the Vanderbilt Owen Graduate School of Management.
November 10, 2021
Love or Hate Social Media, Advisors Need to Be CompliantThe "Roaring Kitty" debacle highlights the dangers firms run into when they have lax controls on new marketing tools.
November 08, 2021
Avoid These Mistakes When Emailing ClientsIn an email, some well-intended phrases can be misread as passive aggressive, communication expert Erica Dhawan tells ThinkAdvisor.
November 04, 2021
Kitces Gives Schwab's iRebal Enhancements a Thumbs Up: Tech RoundupAlso, GeoWealth nabs $19 million in funding and follow-on investment from J.P. Morgan Asset Management.
October 27, 2021
Meet the Winners: LUMINARIES in Executive Leadership and Dealmaking & Growth, 2021We're pleased to highlight the advisors, broker-dealers, RIAs and others being honored this year in our pioneering recognition program.
October 15, 2021
4 Tech Trends Transforming 401(k)sEvery aspect of the retirement industry is changing, and technology is at the core of it all, a Vestwell survey found.
October 12, 2021
How to Take Networking, Problem Solving to the Next LevelF2 Strategy's Doug Fritz explains what makes today's advice-focused businesses tick and how data can be an advisor's friend.
October 12, 2021
Digital Nudges Could Be Investment Recommendations, SEC Chief WarnsThe question of where such nudges cross that line could have legal ramifications for investment platforms, SEC Chairman Gary Gensler says.
October 08, 2021
FINRA Clarifies Video Use, Links in Ad Rule FAQThe FAQ also addresses "targeted return" projections.
October 01, 2021
Riskalyze Unveils Platform Enhancements, Docupace Announces Deal at Fearless SummitLatest additions to the Riskalyze platform include Discovery, a feature using a quantitative engine to find the best securities for each client.