Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Raymond James Adds Instagram to Advisor Marketing Program
By Jeff BermanThe firm plans a focused launch of YouTube and Spotify podcasting in the coming months, it said.
February 09, 2023
11 Ways Advisors Can Be Smarter About GrowthBefore adding more clients and assets, make sure your firm is actually ready to grow, Michael Kitces says.
January 31, 2023
9 Ways Advisors Can Drive and Close More Leads in 2023Samantha Russell and Susan Theder of FMG Suite explain how to kickstart your lead generation.
January 30, 2023
Orion Expands Pro Bono Role, ContributionsThe wealthtech firm now sponsors the Foundation for Financial Planning's online volunteer matching service.
January 26, 2023
Morgan Stanley Fines Some Staff $1M Over Messaging BreachesIndividual penalties are based on factors like seniority, the number of messages sent and any prior warnings.
January 24, 2023
LPL Nabs 2 BofA-Merrill ExecsCory Triolo and Tim Checko will focus on web-based and mobile applications for advisors and other technology.
January 13, 2023
Top 5 Trends at Merrill Wealth Management in Q4The unit's president, Andy Sieg, gave an update on its new training, mobile work station and advisor matchmaking programs.
January 13, 2023
8 Steps to Building a Thriving RIA BusinessThree marketing and business execs laid out a strategic path for starting out and scaling.