Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Start With Your Audience
By Janet LevauxTo succeed at digital marketing, this social-media pro says advisors need to be strategic but still can have some fun in what they post.
October 13, 2022
Schwab Pilots New Broadridge Proxy Polling Solution: Tech RoundupAlso, Lori Hardwick was appointed chair of Docupace's board of directors.
October 12, 2022
6 Things Advisors Should Look For in Client-Friendly TechnologyInvestors are generally satisfied with their wealth managers but are significantly less satisfied with their digital tools.
October 11, 2022
Virtual Assistant Helps RIAs Fill 'Void' as They Grow: XYPN FoundersMost XYPN members and RIAs in general "don't want to build a big business," Alan Moore tells ThinkAdvisor.
October 06, 2022
3 Steps to Speed Up Your Client Response TimeClients used to expect a response within 24 hours, but that window has shortened dramatically.
October 06, 2022
Follow These 5 Steps to Minimize Client Anxiety: Orion's Daniel CrosbyThe chief behavioral officer also tells ThinkAdvisor why "buying what you know" actually increases investment risk.
October 04, 2022
Merrill Debuts Tool to Help Investors Find AdvisorsMerrill Advisor Match helps people find advisors who best fit their needs and preferences.
September 27, 2022
16 Firms to Pay $2B Over Text Message ViolationsFirms including BofA Securities, Goldman, Morgan Stanley and UBS failed to preserve messages on platforms like WhatsApp, regulators said.