Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
16 Biggest Fines in SEC's Texting Crackdown
By Melanie WaddellThe texting sweep has been raging for over two years, with more firms expected to face fines.
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 03, 2024
The 4 Client Segments Driving Advisors' Future GrowthThese groups have varying views on professional advice but share the same top financial goal, State Street finds.
May 30, 2024
Broadridge Acquires Advisor Behavior Data FirmThe deal should enable asset managers to better target advisors and drive growth, Broadridge said.
May 21, 2024
Consolidation Meets AI at Industry EventIn the opening keynote at WealthStack, Joe Duran warned advisors about the hidden costs of inorganic growth.
May 20, 2024
Fidelity Seeks to Empower Newly Tech-Savvy AdvisorsAdvisors who embraced tech during the pandemic are seeing benefits and looking for more, Fidelity's Marissa Herr says.
May 16, 2024
American College Partners With AI Firm on 'Matchmaking' SolutionThe collaboration establishes free advisor profiles for potential consumer matching to designees in the Professional Recertification Program.
May 14, 2024
How to Avoid 5 Mistakes With Client TestimonialsIt's important to establish a publishing process with appropriate guidelines and disclosures in place.