Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Broadridge Buys Marketing Platform AdvisorStream
By Jeff BermanInitial opinions of fintech experts on the acquisition were decidedly mixed.
June 03, 2021
LPL Picks SmartAsset for Vendor Affinity Program: Tech RoundupAlso, Morgan Stanley teams with Microsoft, while RIA in a Box announces a new automated RIA communications archiving and review solution.
May 28, 2021
7 Client-Experience Lessons Top Advisors Learned in the PandemicAdvisors from Edward Jones, Merrill Lynch, Morgan Stanley, Northwestern Mutual and UBS share some tips for navigating a crisis.
May 27, 2021
Gamification Offers Benefits, Risks to BDs and Clients: FINRAA FINRA panel also warned reps to be careful what they say in their social media posts.
May 26, 2021
Use Technology to Stay in Touch With Clients Throughout the Year: Idea FileMichael Jans, an agency marketing strategist, says some agents could still do more to reach out.
May 20, 2021
Video Broke Through the Noise for Advisors in 2020: Hearsay SystemsMore than half of Hearsay's customers published over 247,000 videos on its platform last year, a new study finds.
April 30, 2021
Samantha Russell: Don't Become the Next BlockbusterThe digital marketing expert warns advisors not to build for the future by focusing on what's worked in the past.
April 22, 2021
Investing Has Gone Digital; Financial Planning Must Catch UpWhile the barriers to investing have never been lower, financial planning can be harder to come by for the average American.