Marketing Technology

Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.

SEC Shreds Plans for 14 Major Rules

June 13, 2025

SEC Shreds Plans for 14 Major Rules
Fire, Explosions Wake Conference-Goers With a 'Jolt'

June 10, 2025

Fire, Explosions Wake Conference-Goers With a 'Jolt'
The No. 1 Thing Advisors Want When They Switch Firms

June 10, 2025

The No. 1 Thing Advisors Want When They Switch Firms
Senators Re-Introduce E-Delivery Bill

June 03, 2025

Senators Re-Introduce E-Delivery Bill
Financial Advisor Conferences in 2025: An Evolving List

May 23, 2025

Financial Advisor Conferences in 2025: An Evolving List
Luminaries 2025 Nominations Are Open

May 20, 2025

Luminaries 2025 Nominations Are Open
FINRA Working to Modify Firms' SEC Texting Settlements

May 09, 2025

FINRA Working to Modify Firms' SEC Texting Settlements