Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
FMG Acquires Testimonial iQ
By Dinah Wisenberg BrinTestimonial iQ is an online reputation management platform for the wealth management industry.
December 17, 2025
SEC Issues New Warning on Marketing Rule ComplianceA risk alert points to missteps advisors are making in testimonials and endorsements as well as third-party ratings.
December 03, 2025
The Best Fund Managers Are Selling These 10 Stocks: MorningstarWith stocks up nearly 16% this year, it might be a good time to prune some holdings.
November 24, 2025
Life and Annuity Issuers Need AI LiteracyNew ways of doing business are prompting a demand for new skills.
November 18, 2025
eMoney Integrates FP Alpha Estate Planning CapabilitiesThe integration enables advisors to sync client data from eMoney directly into FP Alpha’s estate planning system.
November 13, 2025
How 'Invisible Intelligence' Powers Client RelationshipsWhen designed well, the best technology works quietly in the background, allowing an advisor’s connection to take center stage.
November 12, 2025
A Look at Who's Who: The Luminaries Finalists of 2025Check out profiles and accomplishments of this year's finalists, who'll be honored at our Dec. 4 gala.
November 12, 2025
Kestra Adds Zocks AI Assistant Platform for AdvisorsThe tool allows financial pros to automate meeting preparation, notes and updates to CRM and planning systems.