Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Financial Firms See Dip in Social Media Engagement: Study
By Michael S. FischerIndividuals consumed more content across channels overall, and original posts performed much better, Hearsay research found.
April 22, 2024
Future Proof Festival Owner Changes NameThe company says it will announce expansion plans in coming months.
April 18, 2024
New SEC Risk Alert Points to 5 Marketing Rule Trouble SpotsThe alert lists compliance shortfalls advisors should fix before examiners come knocking.
April 15, 2024
12 Most Dynamic U.S. Metro Areas: 2024The metro that topped last year's ranking has plunged to No. 29.
April 15, 2024
Online Insurance Broker Faces Privacy Class ActionPlaintiffs say Lemonade shared visitor data with Facebook and other companies without users' permission.
April 12, 2024
SEC Hits 5 RIAs With Marketing Rule FinesThe firms have agreed to pay $200,000 in combined penalties over their use of hypothetical performance in ads.
April 09, 2024
How Fidelity's Helping Smaller RIAs 'Get to the Next Level'Some firms lack resources to boost organic growth. One executive says they can "rely on us a lot for that expertise."
April 08, 2024
FINRA Hits BD With $500k Fine Over TextingIt also suspended the firm's CEO for not preserving and checking 10,900 text messages sent or received by 27 associated persons.