Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Orion Earns AI Management System Certification
By Melanie WaddellThe wealthtech firm says it's among the first to meet the ISO/IEC 42001 standard.
April 02, 2026
eMoney Advisor Expands Premium Client Portal Branding CapabilitiesThe update gives advisors "greater control" over how their brand is presented throughout the client experience, the firm says.
March 26, 2026
4 Ways Advisors Can Avoid Building an AI 'Frankenstack'Understand your root problems and redesign your workflows before you go shopping for tools.
March 26, 2026
BD to Pay $600K Over Unapproved MessagingBTGI failed to reasonably supervise employees' use of unapproved communications platforms for business purposes, FINRA states.
March 11, 2026
Judge Orders SEC to Hand Over Texting Fine DataLawyer Nick Morgan called the ruling a "win for transparency and a stinging rebuke of the SEC's litigation conduct."
March 09, 2026
Ritholtz-Affiliated Exhibit A Charts Platform Adds FeaturesUpdates by the RIA include custom-branded commentary ghostwritten by firm exec Ben Carlson.
February 25, 2026
FPA Partners With Snappy Kraken to Revamp PlannerSearch PlatformThe updated platform will enable consumers and planners to connect through dynamic matching, FPA says.
February 18, 2026
Orion Adds DPL Tech to Advisor PlatformThe wealthtech firm is integrating annuity comparison and analysis tools into Orion Connect.