Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
'Uptown Stoners' Are the Next Hot Market: Ex-Clinton Strategist Mark Penn
By Jane Wollman RusoffThe pollster, marketing guru and private equity partner tells ThinkAdvisor about the upscale marijuana market and other 'microtrends' he sees taking off.
April 29, 2018
Fresh and Familiar Faces in the Investment Advisor 25Several of the IA 25 winners highlight their best practices and reflect on what they have learned through the school of hard knocks.
April 29, 2018
What Tech Checks to Make to Prep for Reg Exams2018 FINRA and SEC exam priorities can serve as a refresher for your technology practices.
April 29, 2018
Inside Edward Jones' Take on TechnologyThe broker-dealer relies on advisor feedback to improve its technology, according to Principal Vinny Ferrari.
April 26, 2018
Advisors Are Making a Big Social Media MistakeWhat advisors and corporate marketing teams push may not be what clients and followers engage with most, a Hearsay study finds.
April 26, 2018
Janney's Retirement Evaluator Answers Clients' Most Common QuestionUsing NaviPlan 'engine,' Janney Montgomery Scott's add-ons allow its 800 advisors to provide custom solutions to clients.
April 25, 2018
Why Schwab's CEO Bets You Won't Be Trading Stocks on Amazon'It's a wide moat and a big decision to make,' Walt Bettinger says.
April 25, 2018
Asset Managers Prioritize Digital Transformation but Face Internal ObstaclesYet big asset managers want fintech firms to lead the way on new technologies, a survey shows.