Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
BofA's Planning Tool Hits Milestone: Tech Roundup
By Jeff BermanIn addition, Snappy Kraken has launched its Freedom360 marketing program for financial advisors.
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.
February 21, 2023
Raymond James Adds Instagram to Advisor Marketing ProgramThe firm plans a focused launch of YouTube and Spotify podcasting in the coming months, it said.
February 15, 2023
Merrill Launches Virtual Video Studio for AdvisorsAdvisors can use the new tool to create content and connect with clients and prospects at scale.
February 15, 2023
10 Tips for Marketing Your Tax Planning ServicesMore than 90% of advisory clients want tax guidance but only 25% are getting it, Samantha Russell says.
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.