Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Wealthcare Adopts RISR Platform to Serve Small-Business Owner Clients
By Dinah Wisenberg BrinThe tech platform provides insights into valuation, risk assessement, taxes and other aspects of financial planning.
January 25, 2025
Navigating the GenAI RevolutionThe technology can accelerate life, health and annuity revenue growth, if you apply your human intelligence to harnessing it.
January 23, 2025
3 Ways to Store and Use Client DataYour choice should align with your firm's strategic priorities.
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.