Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Put Technology to Work for You & Your Clients
By Janet LevauxTechnology can seem overwhelming, but there are powerful ways to be strategic and use it to build your business, according to Carson Group's CTO.
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.
September 21, 2022
How Advisors Can Get Ready for New SEC Marketing RuleHere's what to know about embracing new marketing channels compliantly.