Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Snappy Kraken Unveils Marketing Hub for Growth-Focused Advisors
By John ManganaroThe platform is tailored to help advisors unlock their full organic growth potential, CEO Robert Sofia says.
June 10, 2024
Ex-NFL Player Finds New Field, Similar Strategy at RIA Serving Ultra-WealthyAfter retiring at 30, former Broncos wide receiver Bennie Fowler is leading market expansion at Caprock.
June 10, 2024
FINRA Slaps BD With $250K Finfluencer FineInfluencers paid by TradeZero America made exaggerated claims on the firm's behalf, FINRA says.
June 10, 2024
Focus Financial Names New COO, 3 More New ExecsThe news comes a few months after Focus named Michael Nathanson as CEO amid a broader leadership reshuffle.
June 06, 2024
Pershing X Updates Wealth Management PlatformThe features, including an interconnected client portal, were revealed at the firm's annual financial advisory conference.
June 06, 2024
JPMorgan Wealth Unit Adds Execs From UBS and FidelityJane Bailey is now CFO of the business, while Jennifer Barrett leads content and communications.
June 06, 2024
Meta's WhatsApp Is Adding a New AI Assistant for BusinessesNew features could help businesses connect with clients, answer questions, and sell goods and services via chat.
June 06, 2024
SEC Hit With Lawsuit Over Texting SweepA trade group says the SEC was unclear on how penalties were calculated and why it targeted certain firms.