Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
SEC Enacts Long-Awaited E-Signature Rules
By Melanie WaddellThe amendments include requiring electronic filing and service of documents in administrative proceedings.
November 18, 2020
What to Do When Prospects Go DarkYou don't know why prospects pull back, but these actions help you position yourself for future business.
November 18, 2020
Oranj's Closure: 'Nasty Surprise in a Year of Nasty Surprises'Consultant Craig Iskowitz also predicts: "It's going to be a bit like the feeding frenzy when Schwab sold PortfolioCenter to Envestnet."
November 18, 2020
Wells Fargo Exec: Fractional Shares Are 'Democratizing' InvestingIn addition to making pricier stocks available to more investors, fractional shares make systematic investing easier, Joe Nadreau says.
November 10, 2020
4 Steps for Building an Online Client Education PlanCOVID-19 brought in-person client education to a halt. But in some ways, that's not a bad thing.
November 05, 2020
10 Ways to Raise Your Visibility on LinkedInYou can modernize your prospecting pipeline in the time you once would have spent commuting.
November 03, 2020
Advisors Say Retirement Plan Recordkeeping Needs an OverhaulSponsors and advisors agree customer service, user-friendly experience and cost are critical in selecting a plan provider.
October 27, 2020
UBS to Invest $200M in Fintech FirmsThe wirehouse launched an initiative called UBS Next, targeting investments in fintech and the overall tech sector.