Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
5 Questions to Ask Now About Client Engagement
By Paul O'DonnellHere's what to look at if your firm wants to spend less time on mundane administrative tasks and have more time for clients.
July 18, 2022
BofA Expected to Pay $200M for Personal Device MisuseThe anticipated fine follows a disclosure by Morgan Stanley last week that it faces a similar penalty stemming from the investigation.
July 15, 2022
Wall Street Texting Habit Sticks Banks With Rare $1B BillRegulators have zoomed in on Bank of America, Citigroup, Goldman Sachs, JPMorgan and Morgan Stanley over record-keeping lapses.
July 14, 2022
Annuities Are Still Too Complicated: Robert PowellThe iPipeline executive says harmonizing state rules would help.
July 14, 2022
Morgan Stanley to Pay $200M Over Misuse of Personal DevicesEarlier, regulators imposed a similar fine on JPMorgan, noting that managers had used WhatsApp and personal email for work.
June 29, 2022
NBA Invests in Celebrity-Backed Kids' Social NetworkZigazoo is a TikTok-like video-sharing app for children that plans to expand into the metaverse.
June 28, 2022
Goldman Says Losses From Its Consumer Push to Top $1.2B This YearThat tops the roughly $1 billion hit Goldman estimated for 2020, saying it would be the low point for the Marcus venture.
June 27, 2022
Life Insurance, Annuities and R&D Tax CreditsDistributors can benefit from R&D incentives, too.