Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Fidelity Launches 'Gamified' Educational Metaverse Experience
By Jeff BermanThe new Fidelity Stack teaches the basics of investing in ETFs including its news metaverse-themed fund.
April 04, 2022
Elon Musk Becomes Twitter's Biggest ShareholderMusk, the world's richest person in the Bloomberg Billionaires Index, has made over $1 billion on his holding since mid-March.
March 31, 2022
Where More Work Remains to Be Done for Women in Financial Services: F2's Liz Fritz"I knew ... I was a trailblazer, but [the low number of female fintech founders] certainly is humbling and shows we need to do better," the executive says.
March 25, 2022
10 Growth Trends in Wealth Management Today: BroadridgeRecent industry analysis highlights investor client interest in cryptocurrencies, model portfolios, ESG offerings and more.
March 24, 2022
Carson Tapped as FPA Coaching Partner"We've seen the tremendous impact coaching can have in supporting financial planners as they move through the profession," said Carson Group's Jamie Hopkins.
March 07, 2022
These Compliance Issues Are Top of Mind for Regulators. Are You Ready?The SEC exam division still struggles with advisor exams, but that won't stop a heightened focus on Reg BI.
March 02, 2022
'Sex and the City' Hurt Millennial Women's Relationship With Money: Chelsea Fagan"It was a financially irresponsible view of womanhood," the founder of The Financial Diet tells ThinkAdvisor.
March 02, 2022
No Corner of U.S. Stock Market Left Untouched by War in UkraineHere's how stocks in the tech, energy, financial and other sectors have fared since Russia invaded its neighbor last week and year to date.