Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Merrill Debuts Tool to Help Investors Find Advisors
By Jeff BermanMerrill Advisor Match helps people find advisors who best fit their needs and preferences.
September 15, 2022
How Advisors Can Use UX to Delight ClientsUser experience is a term most commonly applied to website design, but its applications extend much further.
September 08, 2022
Cetera Is First Client for Broadridge's New Offering: Tech RoundupAlso, Morgan Stanley at Work rolls out Corporate Retirement Portal for advisors.
August 25, 2022
LUMINARIES 2022 Finalists: Thought Leadership — FirmsThese 40 industry players have demonstrated excellence through innovative insights, practices and research.
August 25, 2022
LUMINARIES 2022 Finalists: Thought Leadership — IndividualsThese 32 industry VIPs have demonstrated excellence through innovative insights, practices and research.
August 12, 2022
Bento Engine President, Former J.P. Morgan Exec Dies at 62Greg Quental passed away "suddenly this past Saturday … in Connecticut of natural causes," said the fintech firm's CEO Philipp Hecker.
August 10, 2022
Meet Kyla Scanlon: Master of TikTok, Markets and VibesWhen it comes to social media, the "biggest thing is explaining things in a really accessible way ... [and] in a way that's entertaining," she says.
August 08, 2022
FINRA Warns BDs of Spike in E-Signature ForgeriesThe regulator has received a growing number of reports about registered reps forging or falsifying client signatures.