Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Why Aren't There More Female Fintech Leaders Onstage? It's Complicated
By Helen YangOutdated stereotypes and gendered expectations are still keeping women from reaching their full career potential.
May 06, 2022
Commonwealth: Advisor Adoption of Brand Studio Has 'Exceeded Expectations'The strategic marketing support initiative is now available to all the firm's advisors after an early access program.
May 05, 2022
Orion Adds Behavioral Finance to Financial Planning Platform: Tech RoundupAlso, Envestnet enhances its financial wellness ecosystem with new tech updates.
April 25, 2022
Elon Musk Lands Deal to Take Twitter Private for $44BInvestors will get $54.20 per share, which is about 38% more than the stock's close on April 1.
April 25, 2022
LPL Picks Up Merrill Exec, Shuffles LeadershipLPL has named new leaders to the groups formerly led by Burt White and Andy Kalbaugh.
April 22, 2022
Estate Planning Enters the Digital Age: TD WealthOver 70% of those polled use blogs, social media and other tools when working on estate plans, a recent survey finds.
April 21, 2022
Fidelity Launches 'Gamified' Educational Metaverse ExperienceThe new Fidelity Stack teaches the basics of investing in ETFs including its news metaverse-themed fund.
April 19, 2022
Orion to Buy CRM Provider Redtail"This acquisition presents a game-changing opportunity for growth-focused independent advisors," Orion CEO Eric Clarke said.