Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How to Take Networking, Problem Solving to the Next Level
By Janet LevauxF2 Strategy's Doug Fritz explains what makes today's advice-focused businesses tick and how data can be an advisor's friend.
October 01, 2021
Riskalyze Unveils Platform Enhancements, Docupace Announces Deal at Fearless SummitLatest additions to the Riskalyze platform include Discovery, a feature using a quantitative engine to find the best securities for each client.
September 30, 2021
Kitces: The 5 Trends Shaking Up the Advisor WorldA new wave of technological disruption is here, Michael Kitces says. What's an advisor to do?
September 20, 2021
Industry Experts to Share Tips on Boosting Your BusinessOur webcast, set for Thursday, will highlight how advisors can lower costs, improve efficiency and meet investors' rising expectations.
September 17, 2021
FINRA Sweeps BDs on Use of Social Media Influencers, Referral ProgramsThe sweep focuses on practices related to customer acquisition through channels like TikTok, Facebook and Reddit.
September 15, 2021
Quarter of RIAs Now Charge Flat Fees: StudyIn a survey Advyzon also asked advisors how they preferred to bill their clients.
September 10, 2021
SEC's New Ad Rule Is Advisors' Top Compliance Challenge: PollFirms also want the SEC to conduct investor testing on Form CRS and rewrite the Custody Rule, an IAA poll finds.
September 01, 2021
Advisor Group Exec Moves to FMG SuiteSusan Theder will become chief marketing and chief experience officer of the software and services firm.