Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
EMoney Advisor Launches New Marketing Features: Tech Roundup
By Jeff BermanFocus Financial teams with CAIS on a customized alternative investments platform.
February 07, 2022
Carson Group Tops $20B in AssetsThat's up about 32% from a year ago; Carson Group says it now has 120 partner advisory firms nationwide.
February 01, 2022
How Advisors Are Using Tech Now: SurveyAdvisors want to expand their prospecting pools and educate clients on crypto and ESG investing, according to Broadridge and FSI.
January 28, 2022
Why a Privacy Checkup Can Keep You Out of TroubleHere's how to comply with Regulation S-P, which requires that advisors issue privacy notices and protect clients' personal information.
January 26, 2022
4 WealthTech Predictions for 2022The shift to a unified managed household approach will continue to gain momentum.
January 24, 2022
Fidelity Launches RegTech BusinessSaifr, developed in Fidelity Labs, uses AI to help financial institutions create compliant public communications.
January 20, 2022
Snappy Kraken Launches 3 New Marketing Programs: Tech RoundupAlso, Subscription-based advice platform Facet Wealth raised $100 million.
January 11, 2022
6 Steps to Winning at InnovationWith a dizzying array of technology options, advisory firms can benefit from following these steps in selection and implementation.