Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Kitces Gives Schwab's iRebal Enhancements a Thumbs Up: Tech Roundup
By Jeff BermanAlso, GeoWealth nabs $19 million in funding and follow-on investment from J.P. Morgan Asset Management.
October 12, 2021
How to Take Networking, Problem Solving to the Next LevelF2 Strategy's Doug Fritz explains what makes today's advice-focused businesses tick and how data can be an advisor's friend.
October 12, 2021
Digital Nudges Could Be Investment Recommendations, SEC Chief WarnsThe question of where such nudges cross that line could have legal ramifications for investment platforms, SEC Chairman Gary Gensler says.
October 08, 2021
FINRA Clarifies Video Use, Links in Ad Rule FAQThe FAQ also addresses "targeted return" projections.
October 01, 2021
Riskalyze Unveils Platform Enhancements, Docupace Announces Deal at Fearless SummitLatest additions to the Riskalyze platform include Discovery, a feature using a quantitative engine to find the best securities for each client.
September 30, 2021
Kitces: The 5 Trends Shaking Up the Advisor WorldA new wave of technological disruption is here, Michael Kitces says. What's an advisor to do?
September 20, 2021
Industry Experts to Share Tips on Boosting Your BusinessOur webcast, set for Thursday, will highlight how advisors can lower costs, improve efficiency and meet investors' rising expectations.
September 17, 2021
FINRA Sweeps BDs on Use of Social Media Influencers, Referral ProgramsThe sweep focuses on practices related to customer acquisition through channels like TikTok, Facebook and Reddit.