Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
8 Flaws to Watch For in IRA Conversion Tools
By John ManganaroThe designer of a new Roth conversion analyzer says existing tools fall far short of their intended purpose.
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.
April 08, 2025
LPL Taps Former JPMorgan Exec as Chief Data and AI OfficerVaughn Harvey has held tech leadership roles at several major financial services firms.