Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
June 11, 2021
Is Cold Calling Dead?"Dead and buried," recruiter Danny Sarch says. Others give cold calling a place beside more modern tactics.
June 09, 2021
Why You Need a Grown-Up App for ClientsKeep in mind that of the 155 minutes a day people spend online using a mobile device, 88% of that is on an app.
June 09, 2021
Broadridge Buys Marketing Platform AdvisorStreamInitial opinions of fintech experts on the acquisition were decidedly mixed.
June 09, 2021
Kitces, Pershing CIO: Advisors Should Use Tech to Offer Better Advice"Our industry really is in the midst of just a huge evolutionary shift," Kitces said during Pershing's Insite conference.
June 08, 2021
Schwab: Advisors 'Bullish' on Growth, but Barriers Remain for RIAsNew forms of competition continue to represent the largest hurdle, according to the firm's latest Independent Advisor Outlook Study.
June 03, 2021
LPL Picks SmartAsset for Vendor Affinity Program: Tech RoundupAlso, Morgan Stanley teams with Microsoft, while RIA in a Box announces a new automated RIA communications archiving and review solution.
May 28, 2021
7 Client-Experience Lessons Top Advisors Learned in the PandemicAdvisors from Edward Jones, Merrill Lynch, Morgan Stanley, Northwestern Mutual and UBS share some tips for navigating a crisis.
May 27, 2021
Gamification Offers Benefits, Risks to BDs and Clients: FINRAA FINRA panel also warned reps to be careful what they say in their social media posts.
May 26, 2021
Use Technology to Stay in Touch With Clients Throughout the Year: Idea FileMichael Jans, an agency marketing strategist, says some agents could still do more to reach out.
May 20, 2021
Video Broke Through the Noise for Advisors in 2020: Hearsay SystemsMore than half of Hearsay's customers published over 247,000 videos on its platform last year, a new study finds.