Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Need to Refresh Your Social Media Presence?
By John ManganaroLearn how to identify and master high-quality channels where ideal prospects are most active on Nov. 20.
October 23, 2025
Snappy Kraken Adds Real-Time CRM SyncingSnappy Kraken CEO Robert Sofia says advisors can now sync the marketing platform with Orion, Salesforce and others.
October 20, 2025
6 Must-Know Tips for Compliant TextingTexting is still in regulators' crosshairs, so firms and advisors need to follow the rules.
October 09, 2025
Ex-Wells Fargo Rep Deleted Texts, Impeded Investigation: FINRAEyan Townsend deleted business-related texts from his personal phone, according to the regulator.
October 03, 2025
BlackRock's Aladdin Launches AI Commentary Tool for Advisors; Morgan Stanley Signs OnThe new feature will use AI to turn analytics, commentary and client preferences into advisor narratives.
September 23, 2025
TradePMR Launches Asset Match for RIAs to Offer ClientsThe program allows indie RIAs to offer clients a 0.50% match on eligible deposits into TradePMR accounts.
September 18, 2025
Top 15 Universities for Startup FoundersThese schools are notable for attracting students who go on to start companies, according to PitchBook.
September 17, 2025
Former CNBC Editor Clarifies Controversial Posts About Charlie Kirk, TrumpJim Pavia said he wasn’t aware Kirk had died when commenting about his shooting in a personal chat.