Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
3 Ways to Store and Use Client Data
By John O’ConnellYour choice should align with your firm's strategic priorities.
January 15, 2025
Musk Accused by SEC of Cheating Twitter Investors Out of MillionsThe billionaire cheated Twitter shareholders out of more than $150 million, the SEC alleges.
January 13, 2025
Schwab, 11 Other Firms to Pay $63M in SEC Texting CrackdownEmployees used personal devices to communicate internally and externally by text messages, the SEC said.
January 13, 2025
Morningstar Rolls Out Advisor Software SuiteDirect Advisory Suite aims to streamline such tasks as conducting research, generating client proposals and building portfolios.
December 31, 2024
Longevity Tech Keeps Conversations Flowing, Life Brokerage CEO SaysChad Druvenga maintains that higher-net-worth clients are even more interested in the topic.
December 23, 2024
Top 16 College Majors for the FutureThese courses of study lead to careers in well-paying fields with solid growth trajectories.
December 23, 2024
SEC Fines RIA Over Marketing Rule ViolationsAtlas Financial Advisors falsely claimed its Portfolio Shield strategies' hypothetical performance was validated by Morningstar, the regulator says.
December 17, 2024
Mariner Signs On With Fidelity’s AI-Based Lead-Gen PlatformCatchlight uses artificial intelligence to enrich, analyze and score leads for growth-oriented wealth management firms.