Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Merrill Launches Virtual Video Studio for Advisors
By Jeff BermanAdvisors can use the new tool to create content and connect with clients and prospects at scale.
January 31, 2023
9 Ways Advisors Can Drive and Close More Leads in 2023Samantha Russell and Susan Theder of FMG Suite explain how to kickstart your lead generation.
January 30, 2023
Orion Expands Pro Bono Role, ContributionsThe wealthtech firm now sponsors the Foundation for Financial Planning's online volunteer matching service.
January 26, 2023
Morgan Stanley Fines Some Staff $1M Over Messaging BreachesIndividual penalties are based on factors like seniority, the number of messages sent and any prior warnings.
January 24, 2023
LPL Nabs 2 BofA-Merrill ExecsCory Triolo and Tim Checko will focus on web-based and mobile applications for advisors and other technology.
January 13, 2023
Top 5 Trends at Merrill Wealth Management in Q4The unit's president, Andy Sieg, gave an update on its new training, mobile work station and advisor matchmaking programs.
January 13, 2023
8 Steps to Building a Thriving RIA BusinessThree marketing and business execs laid out a strategic path for starting out and scaling.
January 12, 2023
How to Walk the Social Media Tightrope: Doug WilberThe CEO of a digital communications firm talks about the balance between being authentic and remembering the firm brand.