Marketing Technology

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

Legislation

Senators Re-Introduce E-Delivery Bill

By Melanie Waddell
FINRA Working to Modify Firms' SEC Texting Settlements

May 09, 2025

FINRA Working to Modify Firms' SEC Texting Settlements
Social Security to Offer Digital Cards

April 28, 2025

Social Security to Offer Digital Cards
3 High-Impact Ways Advisors Can Use AI

April 09, 2025

3 High-Impact Ways Advisors Can Use AI
LPL Taps Former JPMorgan Exec as Chief Data and AI Officer

April 08, 2025

LPL Taps Former JPMorgan Exec as Chief Data and AI Officer
FINRA Bars Ex-LPL Rep Over Texting, Outside Business Activity

March 31, 2025

FINRA Bars Ex-LPL Rep Over Texting, Outside Business Activity
Josh Brown Backs AI-Based Prospecting Platform

March 14, 2025

Josh Brown Backs AI-Based Prospecting Platform
Why Does LPL Want $4 Billion?

March 05, 2025

Why Does LPL Want $4 Billion?