Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Delivering Value From Fintech
By Heather KellyThe author has ideas about how advisors should evaluate insurer and product provider tech.
January 28, 2021
3 Tech Tools to Help Advisors Do More With LessThere are tools that can help advisors adapt and meet the increased demand for their services in the COVID-19 era.
January 28, 2021
eMoney Launches Rebranded Digital Marketing Solution: Tech RoundupAlso, the Redtail CRM has integrated MaxMyInterest cash management software.
January 28, 2021
How Advisors Can Use Client Testimonials Under New SEC RuleAdvisors can now use client reviews in their marketing, but they should use caution, lawyers say.
January 21, 2021
Orion Boosts Efforts to Woo Breakaway AdvisorsThe platform provider is offering its marketing campaign tool and Orion Planning for $350 a month, waiving a one-time setup fee.
January 21, 2021
6 Steps for Turning Cold Leads Into Long-Term Clients"Hard sell" tactics will chase away prospective clients. Instead, try these nurturing methods to build relationships that last.
January 20, 2021
LPL Nabs Microsoft Exec to Lead Advisor SolutionsEd Fandrey will be based in San Diego and report to President & CEO Dan Arnold.
January 15, 2021
Jud Mackrill Exits Carson Group to Start Fintech FirmThe executive steps down as Carson's chief marketing officer after two years to co-found Milemarker in South Carolina.