Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Advisor Group Exec Moves to FMG Suite
By Janet LevauxSusan Theder will become chief marketing and chief experience officer of the software and services firm.
August 23, 2021
Envestnet Enhances Recommendations Engine for AdvisorsThe engine includes a data connection with Fiduciary Exchange to provide annuity insights.
August 20, 2021
T3 Conferences Postponed Until 2022 Due to Delta VariantAn increasing number of participants have expressed concerns in recent days, Joel Bruckenstein, T3 president, tells ThinkAdvisor.
August 19, 2021
Snappy Kraken Introduces Advisor Text Marketing PlatformThe new Convos text messaging platform launched in beta for select RIAs and BDs, and will expand starting in Q4, the company says.
August 17, 2021
TD Ameritrade, FiComm Veteran Joins Carson GroupSamantha Allen has been named vice president of digital marketing, a new position at the firm.
August 11, 2021
How to Build a Stellar Online Reputation"Pushing down negative comments" is not the same thing, says a content strategist for financial professionals.
August 05, 2021
Onramp Invest Raises $6M: Tech RoundupAlso, Susan Theder, Advisor Group chief marketing officer, has joined the board of directors of regtech firm ComplySci.
August 04, 2021
Where Should You Invest First? Start With Your ClientsInvesting in technology is essential to all advisory practices and should focus on improving the client experience.