Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
FINRA Bars Ex-LPL Rep Over Texting, Outside Business Activity
By Melanie WaddellDerek Lee Copeland participated in private securities transactions and exchanged over 2,250 business-related communications, FINRA found.
February 26, 2025
New Advisor Survey Finds Rapid Attitude Shift on AIThe vast majority of financial professionals find the emerging technology helpful to their practice, Advisor360° research found.
February 11, 2025
Snappy Kraken Launches Enterprise Marketing Hub, Updates Campaigns AppNew tools can streamline advertising campaign creation while providing improved data analytics and reporting.
February 07, 2025
Wealthcare Adopts RISR Platform to Serve Small-Business Owner ClientsThe tech platform provides insights into valuation, risk assessement, taxes and other aspects of financial planning.
January 28, 2025
Docupace Promotes Elizabeth Pavlik to New Chief Product Officer RolePavlik was promoted after a decade with Docupace.
January 27, 2025
Orion Bolsters Real-Time Data Sharing on the CloudThe expansion comes via a collaboration with Snowflake, the artificial intelligence data cloud company.
January 25, 2025
Navigating the GenAI RevolutionThe technology can accelerate life, health and annuity revenue growth, if you apply your human intelligence to harnessing it.
January 23, 2025
3 Ways to Store and Use Client DataYour choice should align with your firm's strategic priorities.