Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Citi Fires Personal Banker Over Antisemitic Social Media Post
By Jenny SuraneThe employee's post was screenshotted and posted on social media by the non-partisan group Stop Antisemitism.
October 10, 2023
Advisors Take Note: These 8 States Have New Telemarketing LawsAdvisors risk violating not only state laws but the SEC's Marketing Rule when telemarketing their services.
October 09, 2023
Website Makeovers - Real Examples of Top Advisors' Websites!If you think there's room to improve your website, join our panel of top advisors as they take you through a live walkthrough of their websites, sharing what they've done that is working well, as well as lessons learned.
October 04, 2023
Nitrogen Unveils Platform Updates at FearlessLead Management software, coming in 2024, uses AI-driven predictive analytics to help advisors' prospecting.
September 29, 2023
Don't Serve Your UHNW Clients Like It's 1985Advisors still do complex work for ultra-wealthy families in Excel. They need to move on.
September 29, 2023
SEC Drops New Wave of WhatsApp Fines on BDs, Advisory FirmsBaird and Interactive Brokers are among the firms that agreed to pay penalties.
September 14, 2023
LUMINARIES 2023 Finalists: Thought Leadership & Education — Firms, Group 1These top industry programs are paving the way for advisors to better serve clients and grow their practices.
September 14, 2023
LUMINARIES 2023 Finalists: Thought Leadership & Education — Firms, Group 2These top industry programs are paving the way for advisors to better serve clients and grow their practices.