Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
5 Tips for Designing a Top Client Portal
By Andrew LadwigA great portal helps clients best understand their finances and your value as an advisor.
November 24, 2021
Penn Mutual's Tom Harris: Clients Want Your AdviceThe distribution executive also talks about one (furry) obstacle to the shift to digital communications.
November 18, 2021
S&P Dow Jones' Newest Stock Indexes Are Based on Positive TweetsTwo new S&P 500 indexes overweight stocks with high sentiment scores, measured from tweets with cashtags on Twitter.
November 16, 2021
AllianceBernstein Expands Offerings for AdvisorsThe firm has created a practice management consultant program with the Vanderbilt Owen Graduate School of Management.
November 10, 2021
Love or Hate Social Media, Advisors Need to Be CompliantThe "Roaring Kitty" debacle highlights the dangers firms run into when they have lax controls on new marketing tools.
November 08, 2021
Avoid These Mistakes When Emailing ClientsIn an email, some well-intended phrases can be misread as passive aggressive, communication expert Erica Dhawan tells ThinkAdvisor.
November 04, 2021
Kitces Gives Schwab's iRebal Enhancements a Thumbs Up: Tech RoundupAlso, GeoWealth nabs $19 million in funding and follow-on investment from J.P. Morgan Asset Management.
October 27, 2021
Meet the Winners: LUMINARIES in Executive Leadership and Dealmaking & Growth, 2021We're pleased to highlight the advisors, broker-dealers, RIAs and others being honored this year in our pioneering recognition program.