Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
A Defined Marketing Strategy Is Key to Growth for Advisors: Broadridge
By Michael S. FischerAdvisors with a strategy have onboarded twice as many clients as their peers in the past year, Broadridge finds.
November 28, 2022
The New Financial Planning Process That Saves Time, Empowers ClientsProfessor Meghaan Lurtz talks to ThinkAdvisor about collaborative planning, using money to manipulate and when clients might need financial therapy.
November 23, 2022
Fintech Consultancy Intention.ly Buys C-Suite Social Media: Tech RoundupAlso, SEI expands its strategic pact with fintech firm Canoe Intelligence.
November 22, 2022
Wealth Managers With the Best & Worst Apps, Websites: J.D. PowerBased on responses from some 6,400 full-service and self-directed investors, the results show the critical role of technology.
November 18, 2022
Why Recognition Matters: The LUMINARIES Program in ActionAs we showcase our 2022 winners, several aspects of the program are worth highlighting.
November 17, 2022
UBS Launches New Offering For UHNW Clients: Tech RoundupAlso, FP Alpha releases second-generation tax projection tool.
November 16, 2022
Is Outdated Wealth Management Technology Costing You Business?Two-thirds of advisors in a survey said they'd lost business due to outdated tech.
November 10, 2022
FiComm, FMG Launch Coaching Program for Advisors: Tech RoundupAlso, Cadence Bank plans to onboard the investment business of legacy BancorpSouth Bank to LPL's platform this quarter.