Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
August 19, 2021
Snappy Kraken Introduces Advisor Text Marketing PlatformThe new Convos text messaging platform launched in beta for select RIAs and BDs, and will expand starting in Q4, the company says.
August 17, 2021
TD Ameritrade, FiComm Veteran Joins Carson GroupSamantha Allen has been named vice president of digital marketing, a new position at the firm.
August 11, 2021
How to Build a Stellar Online Reputation"Pushing down negative comments" is not the same thing, says a content strategist for financial professionals.
August 05, 2021
Onramp Invest Raises $6M: Tech RoundupAlso, Susan Theder, Advisor Group chief marketing officer, has joined the board of directors of regtech firm ComplySci.
August 04, 2021
Where Should You Invest First? Start With Your ClientsInvesting in technology is essential to all advisory practices and should focus on improving the client experience.
June 25, 2021
The Dark Side of Technology ConsolidationWhat can firms learn from Riskalyze's recent (and then retracted) marketing campaign, which zeroed in on its competitors?
June 25, 2021
Why It Pays to Take a Closer Look at TechnologyWith a well-thought-out strategy, tech can serve as a force multiplier when it comes to raising a firm's valuation.
June 22, 2021
Herbers & Co. Rolls Out Mobile Training AppThe new subscription-based app will provide instructional materials to growth-focused advisors in the U.S. and abroad.
June 15, 2021
Carson Group Partners With FIG on Insurance SolutionsJamie Hopkins talked to ThinkAdvisor about the deal with Financial Independence Group.
June 15, 2021
Morgan Stanley CEO Talks About the Hardest Part of E-Trade's IntegrationJames Gorman also wants to see employees back to work soon: "If you can go into a restaurant in New York City, you can come into the office."