Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Cetera: 1,000 Advisors Complete New Growth Program
By Jeff BermanThe program pairs advisors with "growth partners" to help them find opportunities they may be missing.
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.
January 10, 2022
Blockchain Technology and Life InsuranceAn estate planning veteran looks at what Bitcoin and DeFi could mean for the industry.
January 06, 2022
Ex-TD Ameritrade Exec Joins Robinhood: Tech RoundupAlso, SEI dealt a death blow to paper-based onboarding for indie advisors on its platform.