Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Orion Bolsters Real-Time Data Sharing on the Cloud
By John ManganaroThe expansion comes via a collaboration with Snowflake, the artificial intelligence data cloud company.
January 21, 2025
LPL Launches Digital Marketing PlatformAdvisors who beta tested the new marketing solutions grew assets 39% faster, according to the firm.
January 15, 2025
New RIA Platform Promises Better Compliance and Lower Advisor CostsFeatures of RIA Out of the Box include privileged legal services and ongoing startup support.
January 15, 2025
Musk Accused by SEC of Cheating Twitter Investors Out of MillionsThe billionaire cheated Twitter shareholders out of more than $150 million, the SEC alleges.
January 13, 2025
Schwab, 11 Other Firms to Pay $63M in SEC Texting CrackdownEmployees used personal devices to communicate internally and externally by text messages, the SEC said.
January 13, 2025
Morningstar Rolls Out Advisor Software SuiteDirect Advisory Suite aims to streamline such tasks as conducting research, generating client proposals and building portfolios.
December 31, 2024
Longevity Tech Keeps Conversations Flowing, Life Brokerage CEO SaysChad Druvenga maintains that higher-net-worth clients are even more interested in the topic.
December 23, 2024
Top 16 College Majors for the FutureThese courses of study lead to careers in well-paying fields with solid growth trajectories.