Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Fidelity Seeks to Empower Newly Tech-Savvy Advisors
By Jane Wollman RusoffAdvisors who embraced tech during the pandemic are seeing benefits and looking for more, Fidelity's Marissa Herr says.
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.
April 26, 2024
Advisors Who Use More Tech Tend to Outperform: CerulliThe gains over a three-year period are in client acquisition and assets under management, research found.
April 24, 2024
Two Ways Advisors Can Add Value, Without Picking Stocks"The industry's historical model of how we add value is under threat," MyVest CEO Anton Honickman says.
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.