Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
RFG Advisory Hires Abby Salameh as Top Growth Exec
By Janet LevauxThe growing RIA platform provider also brought on Brendan Frazier and Kenneth J. Kim in C-level roles.
February 29, 2024
Senators Introduce E-Delivery BillThe bill requires the SEC to allow financial firms to deliver their documents in digital format.
February 26, 2024
To Refresh Your Brand, Be 'Personal First'Personal brands are "an important point of entry for getting new business," marketer April Rudin argues.
February 21, 2024
Aaron Klein to Join Ezra GroupThe former head of Nitrogen, earlier known as Riskalyze, will be executive-in-residence for the consulting group.
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.