Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How to Fix Holes in Your Digital Marketing and Do SEO the Right Way
By Jane Wollman RusoffSnappy Kraken CEO Robert Sofia reveals advisors' biggest mistakes and the best way to drive referrals, according to research.
June 11, 2024
Snappy Kraken Unveils Marketing Hub for Growth-Focused AdvisorsThe platform is tailored to help advisors unlock their full organic growth potential, CEO Robert Sofia says.
June 11, 2024
Hearsay Sold to Yext for More Than $125MAn extra $95 million could be paid to Hearsay if certain post-deal performance targets are hit.
June 06, 2024
Meta's WhatsApp Is Adding a New AI Assistant for BusinessesNew features could help businesses connect with clients, answer questions, and sell goods and services via chat.
June 03, 2024
The 4 Client Segments Driving Advisors' Future GrowthThese groups have varying views on professional advice but share the same top financial goal, State Street finds.
May 30, 2024
Broadridge Acquires Advisor Behavior Data FirmThe deal should enable asset managers to better target advisors and drive growth, Broadridge said.
May 21, 2024
Consolidation Meets AI at Industry EventIn the opening keynote at WealthStack, Joe Duran warned advisors about the hidden costs of inorganic growth.
May 20, 2024
Fidelity Seeks to Empower Newly Tech-Savvy AdvisorsAdvisors who embraced tech during the pandemic are seeing benefits and looking for more, Fidelity's Marissa Herr says.