Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Top 16 College Majors for the Future
By Michael S. FischerThese courses of study lead to careers in well-paying fields with solid growth trajectories.
December 12, 2024
Senate OKs Bipartisan Bill That Might Help Older Clients With TechOlder Americans Act reauthorization passed unanimously, and President Biden has just signed a dementia data bill.
December 11, 2024
SEC Rule Predictions: What's In, What's Out in 2025Attorneys expect a slowdown or halt on texting fines and a potential Custody Rule revamp, among other changes.
November 12, 2024
App Uses Pill Bottles to Look Up Medicare Drug PricesThe creator of CheckRx is the 18-year-old son of two longtime Medicare advisors.
November 07, 2024
SEC Enforcement Chief Doubles Down on Need for Texting CrackdownThe division considers the firm's size and regulated parts to ensure an adequate penalty, Sanjay Wadhwa said.
November 05, 2024
What Makes the 2024 Luminaries Finalists Stand OutSee our new guide to the firms and individuals redefining leadership and innovation in wealth management.
November 04, 2024
Robo-Advisor's Pro Athlete Ads Broke Marketing Rule, SEC SaysAds featuring a pro soccer player and MMA fighters who were not clients lacked disclosures, the SEC says.
November 01, 2024
Consumer Groups Balk at E-Delivery BillThe legislation, opponents say, makes it harder for investors to find and review important information, including fees.