Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
April Rudin on Threads: 'Look Before You Leap!'
By Jeff BermanMarketing experts counsel advisors to take a wait-and-see approach to the new social media platform.
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.
June 08, 2023
SEC Examiners Turn Up the Heat on Marketing Rule ComplianceSEC's new risk alert shows examiners "will be undertaking a comprehensive approach," says attorney Issa Hanna.
June 05, 2023
Advisors Need Automation, Not 'Phoniness': Snappy Kraken"There's a real hunger for authenticity and being human," Snappy Kraken's Angel Gonzalez tells ThinkAdvisor.
May 24, 2023
How to Use Medicare Planning to Strengthen Client RelationshipsIf you don't help your clients navigate Medicare, they'll find someone who will, Caribou CEO Christine Simone warns.