Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
'Great Resignation' Doesn't Need to Include Advisors
By Alex DavidHere's how the financial services industry can avoid loss of talent.
December 23, 2021
The Do's and Don'ts of Advisor MarketingMeghan McCartan, head of marketing for Hightower Advisors, breaks down the best practices with April Rudin, head of the Rudin Group.
December 17, 2021
JPMorgan Bosses, Hooked on WhatsApp, Fuel $200M PenaltyTens of thousands of messages escaped surveillance, hindering investigations, the SEC said as it doled out an unusually large fine.
December 16, 2021
How Younger Donors Are Changing Charitable Giving: Wells FargoIn a recent survey, 46% of participants said they had used newer ways of giving this year.
December 10, 2021
Asset Manager Websites Drive Advisors' Decision to Invest: J.D. PowerMany asset managers are missing the mark on basic website navigation and functionality, the research group finds.
December 07, 2021
Regulators: Hold On to Digital Communications!The pandemic forced online communication through several devices; now, regulators want advisory firms to hold on to this information.
December 02, 2021
The Do's and Don'ts of Using Client TestimonialsLarry Sprung of Mitlin Financial, an early adopter of testimonials, discusses some best practices and how to stay out of trouble.
December 02, 2021
5 Tips for Designing a Top Client PortalA great portal helps clients best understand their finances and your value as an advisor.