Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
8 Advisor PR Lessons From This Year's Bank Meltdown
By Jeff BermanBanks made some big communication errors that advisors can learn from, says The Rudin Group's Rob Farmer.
March 30, 2023
T. Rowe Price to Buy Income-Planning Software MakerThe fund giant is acquiring Retiree Inc. to help it increase "the longevity of a retirement income strategy" for clients, it says.
March 30, 2023
BofA's Planning Tool Hits Milestone: Tech RoundupIn addition, Snappy Kraken has launched its Freedom360 marketing program for financial advisors.
March 30, 2023
8 Predictions for Advisors in 2023: Schwab PanelIndustry VIPs, including Bernie Clark, weigh in on what lies ahead and how RIAs can best tap into the industry's growth trends.
March 27, 2023
Scripted Sales Training Is Over. Here's What Advisors Need Instead.Advisors who want to take advantage of changing investor expectations must work on their soft skills.
March 22, 2023
8 Steps Advisors Can Take to Improve the Client ExperienceSmart tech investments should be at the top of advisors' agendas, Schwab's Jalina Kerr says.
March 16, 2023
Envestnet Makes MoneyGuide Enhancements: Tech RoundupAlso, Snappy Kraken plans to host its second Jolt! advisor marketing conference in May.
March 07, 2023
FMG Uses OpenAI, Vestorly in New Content Engine for AdvisorsThe personalization engine uses AI to create content tailored to advisors' unique writing styles, FMG says.