Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Snappy Kraken Unveils Marketing Hub for Growth-Focused Advisors
By John ManganaroThe platform is tailored to help advisors unlock their full organic growth potential, CEO Robert Sofia says.
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.
May 08, 2024
Financial Firms See Dip in Social Media Engagement: StudyIndividuals consumed more content across channels overall, and original posts performed much better, Hearsay research found.