Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
January 28, 2021
How Advisors Can Use Client Testimonials Under New SEC RuleAdvisors can now use client reviews in their marketing, but they should use caution, lawyers say.
January 21, 2021
Orion Boosts Efforts to Woo Breakaway AdvisorsThe platform provider is offering its marketing campaign tool and Orion Planning for $350 a month, waiving a one-time setup fee.
January 21, 2021
6 Steps for Turning Cold Leads Into Long-Term Clients"Hard sell" tactics will chase away prospective clients. Instead, try these nurturing methods to build relationships that last.
January 20, 2021
LPL Nabs Microsoft Exec to Lead Advisor SolutionsEd Fandrey will be based in San Diego and report to President & CEO Dan Arnold.
January 15, 2021
Jud Mackrill Exits Carson Group to Start Fintech FirmThe executive steps down as Carson's chief marketing officer after two years to co-found Milemarker in South Carolina.
January 15, 2021
Why Digital Disruption Matters for Your PracticeNow's the time to focus on giving your clients the ability to make a request and have it fulfilled as fast as Uber can deliver a ride.
January 14, 2021
Advisor Group Hires Ex-Schwab Exec to Lead Digital SolutionsPeter Clemson is appointed to the newly created position to lead the firm's continued buildout of digital solutions.
January 11, 2021
Sound Income Strategies Launches ETFs for Retirees: Portfolio ProductsAlso, new Hamilton Lane fund expands access to private markets for individual investors.
January 07, 2021
Why a New TAMP for Small RIAs Has a Months-Long WaitlistSmall firms need "more than a call center," Manish Khatta, the quant behind Potomac's Union platform, tells ThinkAdvisor.
January 04, 2021
SEC Says Some BDs Can Custody Digital AssetsThe "federal acquiescence to (if not outright approval of) digital assets will continue," predicts Ric Edelman.