Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Josh Brown: 10 Tips to Grow Your Influence Online
By Janet LevauxHere’s how advisors can stand out from the crowd, while helping their firm grow its business.
June 10, 2025
Fire, Explosions Wake Conference-Goers With a 'Jolt'A nearby blaze forced Snappy Kraken conference guests to evacuate their hotel rooms early Tuesday in Nashville.
June 10, 2025
The No. 1 Thing Advisors Want When They Switch FirmsUnhappy advisors are quicker to move as new tech has made the process easier, recruiter Derrick Friedman says.
June 03, 2025
Senators Re-Introduce E-Delivery BillThe legislation requires the SEC to write a rule allowing financial firms to deliver documents in digital format.
May 23, 2025
Financial Advisor Conferences in 2025: An Evolving ListDozens of industry conferences and events are on tap this year, with the biggest events hosted by custodians.
May 09, 2025
FINRA Working to Modify Firms' SEC Texting SettlementsFINRA will consult with the SEC to modify the "collateral consequences" of agreements made with 77 firms.
April 28, 2025
Social Security to Offer Digital CardsStarting this summer, online account holders will be provided digital access to their Social Security number.
April 09, 2025
3 High-Impact Ways Advisors Can Use AIUnsure where to start? Here are three use cases ranked in order of difficulty, where the ROI is clear.