Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
FINRA Sees Spike in 'Investment Group' Frauds on Social Media
By Melanie WaddellBad actors are posing as RIAs online and pitching investments though encrypted group chats, the organization warns.
December 18, 2023
5 Trends That Are Powering Advisor GrowthEnvestnet research highlights the evolving landscape of financial advisory services and the increasing role of technology.
December 11, 2023
MarketCounsel Summit Zooms in on RIA GrowthWith the current slowdown in indie advisor growth, speakers outlined how RIAs can regain their marketing muscle.
November 28, 2023
Best & Worst Digital Wealth Management Providers: J.D. Power, 2023Younger clients increasingly value the experience on full-service firms' websites and apps.
November 14, 2023
Nitrogen's Klein to Step Down, New CEO NamedKlein, who has been Nitrogen's CEO for 12 years, will remain on its board of directors.
November 06, 2023
Future Proof Partners to Stage March EventThe gathering in Colorado will offer three types of networking and activities for a smaller wealth management crowd.
October 19, 2023
Citi Fires Personal Banker Over Antisemitic Social Media PostThe employee's post was screenshotted and posted on social media by the non-partisan group Stop Antisemitism.
October 17, 2023
Ex-Betterment Exec Launches Startup Matching Advisors With ClientsAlex Choi, formerly of Betterment for Advisors and Morgan Stanley, is CEO of the new company, FinanceHQ.