Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Meet the LUMINARIES Class of 2022 Finalists
By Janet LevauxNow in its second year, the recognition program spotlights firms and individuals who excel in four categories.
June 17, 2022
From Wordle to the Metaverse, Apps Get Less AddictiveGen Z is keenly aware of the dangers of repeated daily social media check-ins, and internet platforms are responding.
June 14, 2022
Many Firms Failing to Engage the Emerging Wealthy: CapgeminiWealth managers need to rethink their strategies as the demographics of millionaires evolve, the group reports.
June 01, 2022
Marketing Whiz Samantha Russell Rallies Social Media Support in Medical CrisisRussell's husband was diagnosed with brain cancer. "Friends, I desperately need your help," she posted. Thousands responded.
May 25, 2022
6 Questions to Ask Yourself Before You Sell Your Advisory FirmAn advisor who sold his business offers practical guidance to others looking to do the same.
May 24, 2022
Investing in the Metaverse: What You Need to KnowWhile the sector is in its infancy, opportunities include digital assets and metaverse stocks, ETFs and real estate.
May 19, 2022
UBS Adds BNY Mellon Model Portfolios to Platform: Tech RoundupAlso, Invesco teamed with Cerulli Associates to launch a benchmarking index based on Cerulli data.
May 17, 2022
Few RIAs Using Testimonials, Reviews: StudyMost advisors are not ready to comply with the SEC's new marketing rule, fintech firm Indyfin finds.