Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Advisors Can Help Clients Invest for Their Kids Through New Wealthtender, UNest Partnership
By Jeff BermanThe UNest FinPro program offers advisors access to a dedicated service team, educational webinars and more.
July 10, 2023
April Rudin on Threads: 'Look Before You Leap!'Marketing experts counsel advisors to take a wait-and-see approach to the new social media platform.
July 07, 2023
Meta's Threads App Draws Millions Seeking a Twitter AlternativeThe app lets users bring over their existing follower lists and account names from Instagram, which has over 2 billion users.
July 03, 2023
Why the Great Wealth Transfer's Biggest Beneficiaries Aren't Happy With AdvisorsWomen, Blacks and Latinos are getting wealthier and looking for more from advisors, Willow CEO Lacy Garcia says.
June 30, 2023
Carson Group's First CTO Leaves the FirmNimesh Patel joined the firm last year after over 20 years growing and developing tech and product teams.
June 27, 2023
Nitrogen, FMG Team Up on New Marketing Solution for AdvisorsThe marketing solution will help advisors leverage Nitrogen's lead-generation tools within FMG's platform, the companies said.
June 14, 2023
Building a Network for All AdvisorsEmlen Miles-Mattingly co-founded Onyx to help advisors who have been marginalized by big firms, he says.
June 09, 2023
These Types of Social Media Posts Are Most Engaging: StudyHearsay analyzed millions of posts to see which platforms, topics and formats yielded the highest engagement rates.