Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
September 30, 2021
Kitces: The 5 Trends Shaking Up the Advisor WorldA new wave of technological disruption is here, Michael Kitces says. What's an advisor to do?
September 20, 2021
Industry Experts to Share Tips on Boosting Your BusinessOur webcast, set for Thursday, will highlight how advisors can lower costs, improve efficiency and meet investors' rising expectations.
September 17, 2021
FINRA Sweeps BDs on Use of Social Media Influencers, Referral ProgramsThe sweep focuses on practices related to customer acquisition through channels like TikTok, Facebook and Reddit.
September 15, 2021
Quarter of RIAs Now Charge Flat Fees: StudyIn a survey Advyzon also asked advisors how they preferred to bill their clients.
September 10, 2021
SEC's New Ad Rule Is Advisors' Top Compliance Challenge: PollFirms also want the SEC to conduct investor testing on Form CRS and rewrite the Custody Rule, an IAA poll finds.
September 01, 2021
Advisor Group Exec Moves to FMG SuiteSusan Theder will become chief marketing and chief experience officer of the software and services firm.
August 26, 2021
Here's Why Digital Assets Are Here to StayThe blockchain technology that underlies them offers massive benefits that current methods of commerce do not provide.
August 25, 2021
10 Things Advisors Should Do to Attract Young and DIY InvestorsPenny Phillips, Jamie Hopkins and others tell ThinkAdvisor how, and why, to add clients from these burgeoning groups.
August 23, 2021
Envestnet Enhances Recommendations Engine for AdvisorsThe engine includes a data connection with Fiduciary Exchange to provide annuity insights.
August 20, 2021
T3 Conferences Postponed Until 2022 Due to Delta VariantAn increasing number of participants have expressed concerns in recent days, Joel Bruckenstein, T3 president, tells ThinkAdvisor.