Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Onramp Invest Raises $6M: Tech Roundup
By Jeff BermanAlso, Susan Theder, Advisor Group chief marketing officer, has joined the board of directors of regtech firm ComplySci.
June 25, 2021
Why It Pays to Take a Closer Look at TechnologyWith a well-thought-out strategy, tech can serve as a force multiplier when it comes to raising a firm's valuation.
June 22, 2021
Herbers & Co. Rolls Out Mobile Training AppThe new subscription-based app will provide instructional materials to growth-focused advisors in the U.S. and abroad.
June 15, 2021
Carson Group Partners With FIG on Insurance SolutionsJamie Hopkins talked to ThinkAdvisor about the deal with Financial Independence Group.
June 15, 2021
Morgan Stanley CEO Talks About the Hardest Part of E-Trade's IntegrationJames Gorman also wants to see employees back to work soon: "If you can go into a restaurant in New York City, you can come into the office."
June 11, 2021
Is Cold Calling Dead?"Dead and buried," recruiter Danny Sarch says. Others give cold calling a place beside more modern tactics.
June 09, 2021
Why You Need a Grown-Up App for ClientsKeep in mind that of the 155 minutes a day people spend online using a mobile device, 88% of that is on an app.
June 09, 2021
Broadridge Buys Marketing Platform AdvisorStreamInitial opinions of fintech experts on the acquisition were decidedly mixed.