Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
A Look at Who's Who: The Luminaries Finalists of 2025
By Janet LevauxCheck out profiles and accomplishments of this year's finalists, who'll be honored at our Dec. 4 gala.
October 31, 2025
How Advisors Can Succeed in the Next 5 Years and BeyondWhat's worked for advisors in the past won't continue to work in the future, marketing expert April Rudin says.
October 30, 2025
How Billing and Comp Errors Drain RIA Profits and Undermine Advisor TrustWhen mistakes happen, it’s not just a spreadsheet problem; it's a credibility crisis.
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.