Marketing Technology

Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.

Advisor Group Hires Ex-Schwab Exec to Lead Digital Solutions

January 14, 2021

Advisor Group Hires Ex-Schwab Exec to Lead Digital Solutions
Sound Income Strategies Launches ETFs for Retirees: Portfolio Products

January 11, 2021

Sound Income Strategies Launches ETFs for Retirees: Portfolio Products
Why a New TAMP for Small RIAs Has a Months-Long Waitlist

January 07, 2021

Why a New TAMP for Small RIAs Has a Months-Long Waitlist
SEC Says Some BDs Can Custody Digital Assets

January 04, 2021

SEC Says Some BDs Can Custody Digital Assets
Insurtech Acquisitions Will Skyrocket

December 30, 2020

Insurtech Acquisitions Will Skyrocket
Fusion Financial Founders to Provide 'White Glove' IT Services for RIAs: Tech Roundup

December 17, 2020

Fusion Financial Founders to Provide 'White Glove' IT Services for RIAs: Tech Roundup
SEC Tables Long-Awaited Ad Rule Changes

December 16, 2020

SEC Tables Long-Awaited Ad Rule Changes