Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Future Proof Partners to Stage March Event
By Janet LevauxThe gathering in Colorado will offer three types of networking and activities for a smaller wealth management crowd.
October 17, 2023
Fidelity Rolls Out Indie Hub to Draw Breakaway AdvisorsJust half of advisors say they're knowledgeable about firm types and independence models, survey data shows.
October 10, 2023
Advisors Take Note: These 8 States Have New Telemarketing LawsAdvisors risk violating not only state laws but the SEC's Marketing Rule when telemarketing their services.
October 04, 2023
Nitrogen Unveils Platform Updates at FearlessLead Management software, coming in 2024, uses AI-driven predictive analytics to help advisors' prospecting.
September 29, 2023
Don't Serve Your UHNW Clients Like It's 1985Advisors still do complex work for ultra-wealthy families in Excel. They need to move on.
September 29, 2023
SEC Drops New Wave of WhatsApp Fines on BDs, Advisory FirmsBaird and Interactive Brokers are among the firms that agreed to pay penalties.
August 21, 2023
SEC Brings First Marketing Rule Action; Firm to Pay $1MTitan Global Capital Management's violations included the misleading use of hypothetical performance metrics in ads, the SEC said.
August 14, 2023
Webcast to Zoom in on Client Engagement, Business GrowthThursday's free webcast, sponsored by eMoney Advisor, will feature speakers including Absolute Engagement CEO Julie Littlechild.