Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
TradePMR Launches Asset Match for RIAs to Offer Clients
By Dinah Wisenberg BrinThe program allows indie RIAs to offer clients a 0.50% match on eligible deposits into TradePMR accounts.
September 11, 2025
GTCR Closes FMG Acquisition, Names Mark Casady Executive ChairmanThe former LPL CEO says he's "thrilled" to join FMG at such a pivotal time.
August 15, 2025
Texting Still in Regulators' CrosshairsIf regulators find violative conduct related to off-channel communications, they will bring actions, Eversheds attorneys say.
August 14, 2025
6 Steps for Updating Your Lead Gen StrategyIf your firm is ready to take online lead gen seriously, consider these foundational moves for building a scalable, modern pipeline.
August 05, 2025
RightCapital Launches Streamlined Prospecting ToolRightExpress enables advisors to develop a financial plan for potential clients with minimal time and data inputs.
July 29, 2025
FMG Suite Gets New Private Equity Owner in GTCRThe marketing services and software provider was previously backed by Aurora Capital Management.
July 22, 2025
The 5 Hottest Compliance Topics of 2025While there's a new SEC chief, agency staff urges RIAs to "keep your foot on the compliance pedal."
July 17, 2025
5 Marketing Moves to Draw Advisors to Your FirmThe new J.D. Power data is clear: For early-career advisors, marketing support is not an "extra." It's a must.