Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How to Help Nervous Clients Now
By Andrew AzizInvestors don't want wishy-washy conversations about the markets; they want to stress test their portfolios.
July 21, 2022
Robinhood's Chief Lawyer Balks at Plan to Rein In Trading Apps: SEC RoundupRobinhood's Dan Gallagher calls the regulatory brouhaha after the meme stock frenzy a "false impetus to regulate."
July 18, 2022
Social Media Posts Make Millennials, Gen Z Feel Broke: SurveyYounger users feel more social media-induced negativity over finances than any other aspect of life, Bankrate found.
July 18, 2022
BofA Expected to Pay $200M for Personal Device MisuseThe anticipated fine follows a disclosure by Morgan Stanley last week that it faces a similar penalty stemming from the investigation.
July 15, 2022
Wall Street Texting Habit Sticks Banks With Rare $1B BillRegulators have zoomed in on Bank of America, Citigroup, Goldman Sachs, JPMorgan and Morgan Stanley over record-keeping lapses.
July 14, 2022
Annuities Are Still Too Complicated: Robert PowellThe iPipeline executive says harmonizing state rules would help.
July 14, 2022
Morgan Stanley to Pay $200M Over Misuse of Personal DevicesEarlier, regulators imposed a similar fine on JPMorgan, noting that managers had used WhatsApp and personal email for work.
June 29, 2022
NBA Invests in Celebrity-Backed Kids' Social NetworkZigazoo is a TikTok-like video-sharing app for children that plans to expand into the metaverse.