Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
New Marketing Rule, AI in SEC Examiners' Crosshairs
By Melanie Waddell"You're going to see us focusing on marketing in almost every exam," SEC's Natasha Vij Greiner says.
February 26, 2024
To Refresh Your Brand, Be 'Personal First'Personal brands are "an important point of entry for getting new business," marketer April Rudin argues.
February 21, 2024
Aaron Klein to Join Ezra GroupThe former head of Nitrogen, earlier known as Riskalyze, will be executive-in-residence for the consulting group.
February 13, 2024
Life and Annuity Issuer Faces Suits Over 'SIM Swap' CyberattackHackers persuaded a phone company to let them take over a CNO executive's phone.
February 13, 2024
8 Ways to Talk Tech (or Anything New) With Skeptical ClientsIt may require baby steps for clients to see emerging opportunities, but the efforts are often worth it.
February 07, 2024
Advisors Tap Into Personalized Content Marketing, With AI Help: StudyNext-generation technology can contribute to meeting clients' high-touch expectations, Broadridge research found.
February 02, 2024
Want to Refresh Your Website? First, Lose the YachtsWealthy investors are seeking authentic advisors who don't use cookie-cutter messages and images, says April Rudin.
January 25, 2024
10 Top Marketing Tips for Advisors in 2024Snappy Kraken analyzed 250 million data points to find out what really works.