Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Reg BI Is a 'Work in Progress': SEC Chief
By Melanie WaddellSEC Chairman Gensler addressed hot topics, like off-channel communications, at FINRA's annual conference Tuesday.
April 26, 2023
Client Sues Allstate Over Use of Marketing SoftwareThe plaintiff says keystroke recording without adequate disclosures violates California privacy laws.
April 25, 2023
Wealthtender Adds Testimonial Marketing EvangelistAdvisors are still not clear on how to comply with the new SEC Marketing Rule, Diana Cabrices says.
April 24, 2023
Finance Twitter Decides: Blue Check Mark or Not?Some financial experts cite security concerns as a reason to pay for a blue check mark.
April 24, 2023
Raymond James Targets $2T in AssetsScott Curtis, Private Client Group chief, explained the firm's 2030 target and more strategies at its advisor conference Monday.
April 12, 2023
8 Advisor PR Lessons From This Year's Bank MeltdownBanks made some big communication errors that advisors can learn from, says The Rudin Group's Rob Farmer.
April 11, 2023
How Raymond James Is Putting AI Into PracticeThe tools can predict client needs and suggest action steps for advisors across their entire books of businesses, says executive David Lillis.
April 10, 2023
6 Social Media Do's and Don'ts for Financial ProsThese tips will help you optimize your activity, build relationships and bring your brand to life.