Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
LPL, Advisor Group and Merrill Tap New Execs
By Janet LevauxMeanwhile, Dynasty names a new tech chief, and two firms announce big marketing developments.
April 16, 2019
FPA Drops Plan to Merge Into Single Legal EntityAfter negative feedback from members, merging the chapters is "off the table," FPA President Evelyn Zohlen says.
April 12, 2019
Orion to Restructure, Rebrand OperationsThe company plans to make a major product announcement in the fall.
April 09, 2019
New Software Service for Advisors Drops Monthly PriceThe news from Chalice Financial comes less than two weeks after Schwab rolled out a monthly subscription plan for investors.
April 08, 2019
Almost All Advisors Are Using Social Media: SurveyNinety-eight percent use social networks for business and/or personal purposes, including 83% that use them for business purposes, according to a Putnam Investments survey.
April 01, 2019
Ex-SEC Commissioner Paredes Has an 'Appetite for Disruption'Paredes chatted with ThinkAdvisor's Melanie Waddell about fintech and regulation.
March 26, 2019
Process Inefficiencies May Be Hurting Your BusinessProcesses that work well with a few employees may need updating when your headcount grows.
March 26, 2019
The Growth DilemmaOrganic growth for most advisory firms is disappointingly low — why?