Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Regulators: Hold On to Digital Communications!
By Margie WebberThe pandemic forced online communication through several devices; now, regulators want advisory firms to hold on to this information.
November 29, 2021
Commonwealth Plans Big Tech Investments as More of Its Advisors Ditch FINRA"Commonwealth actually looks more like a national RIA than it does a traditional broker-dealer," CEO Wayne Bloom tells ThinkAdvisor.
November 24, 2021
Google Reviews Are the New Client Referrals: Samantha RussellThe new Google Screened "could be a huge game changer" under the new SEC ad rule, she says.
November 24, 2021
Penn Mutual's Tom Harris: Clients Want Your AdviceThe distribution executive also talks about one (furry) obstacle to the shift to digital communications.
November 18, 2021
S&P Dow Jones' Newest Stock Indexes Are Based on Positive TweetsTwo new S&P 500 indexes overweight stocks with high sentiment scores, measured from tweets with cashtags on Twitter.
November 16, 2021
AllianceBernstein Expands Offerings for AdvisorsThe firm has created a practice management consultant program with the Vanderbilt Owen Graduate School of Management.
November 10, 2021
Love or Hate Social Media, Advisors Need to Be CompliantThe "Roaring Kitty" debacle highlights the dangers firms run into when they have lax controls on new marketing tools.
November 08, 2021
Avoid These Mistakes When Emailing ClientsIn an email, some well-intended phrases can be misread as passive aggressive, communication expert Erica Dhawan tells ThinkAdvisor.