Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Senators Introduce E-Delivery Bill
By Melanie WaddellThe bill requires the SEC to allow financial firms to deliver their documents in digital format.
February 13, 2024
Life and Annuity Issuer Faces Suits Over 'SIM Swap' CyberattackHackers persuaded a phone company to let them take over a CNO executive's phone.
February 13, 2024
8 Ways to Talk Tech (or Anything New) With Skeptical ClientsIt may require baby steps for clients to see emerging opportunities, but the efforts are often worth it.
February 07, 2024
Advisors Tap Into Personalized Content Marketing, With AI Help: StudyNext-generation technology can contribute to meeting clients' high-touch expectations, Broadridge research found.
February 02, 2024
Want to Refresh Your Website? First, Lose the YachtsWealthy investors are seeking authentic advisors who don't use cookie-cutter messages and images, says April Rudin.
January 25, 2024
10 Top Marketing Tips for Advisors in 2024Snappy Kraken analyzed 250 million data points to find out what really works.
January 24, 2024
90% of Advisors Say They'd Ditch a Firm With Subpar Tech: StudyNearly half said they had already done so, according to a survey from Advisor360°.
January 16, 2024
10 Reasons to Be an Early AdopterLearning new business skills keeps you out of the fossil collection and boosts your appeal to clients and prospects.