Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
eMoney Advisor Launches Digital Assessment Tool to Engage Prospects
By Dinah Wisenberg BrinAdvisors can show value to prospects early with Financial Assessment, the firm says.
August 14, 2026
New Nitrogen Tools Gauge Clients' Insurance NeedsThe Insurance Center will help advisors develop strategies for life insurance, long-term care and retirement income.
August 06, 2026
Ex-Schwab Portfolio Manager Files Whistleblower Suit After Texting ComplaintsSabya Sinha alleges that he was terminated after reporting violations to the SEC.
July 29, 2026
Vanguard Reportedly Sent Erroneous RMD Emails to ClientsThe giant asset manager has been addressing its tech issues, an analyst says, but the work isn't done.
July 10, 2026
Advisors, Take Note: SEC Rule Revamps Are on the WayThe agency's just-released Reg Flex agenda for 2026 includes several hot-button issues for advisors.
July 01, 2026
Orion Earns AI Management System CertificationThe wealthtech firm says it's among the first to meet the ISO/IEC 42001 standard.
June 29, 2026
Asset-Map Launches Growth Partners PlatformThe new program connects advisors with support from vetted firms.
April 09, 2026
Vanguard Debuts 'Expert Insights' AI Portfolio ToolThe tool gives advisors direct access to the asset manager's portfolio analysis expertise, it says.