Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
No Corner of U.S. Stock Market Left Untouched by War in Ukraine
By Matt Turner and Bailey LipschultzHere's how stocks in the tech, energy, financial and other sectors have fared since Russia invaded its neighbor last week and year to date.
February 08, 2022
Cetera: 1,000 Advisors Complete New Growth ProgramThe program pairs advisors with "growth partners" to help them find opportunities they may be missing.
February 07, 2022
Carson Group Tops $20B in AssetsThat's up about 32% from a year ago; Carson Group says it now has 120 partner advisory firms nationwide.
February 01, 2022
How Advisors Are Using Tech Now: SurveyAdvisors want to expand their prospecting pools and educate clients on crypto and ESG investing, according to Broadridge and FSI.
January 28, 2022
Why a Privacy Checkup Can Keep You Out of TroubleHere's how to comply with Regulation S-P, which requires that advisors issue privacy notices and protect clients' personal information.
January 26, 2022
4 WealthTech Predictions for 2022The shift to a unified managed household approach will continue to gain momentum.
January 24, 2022
Fidelity Launches RegTech BusinessSaifr, developed in Fidelity Labs, uses AI to help financial institutions create compliant public communications.
January 20, 2022
Snappy Kraken Launches 3 New Marketing Programs: Tech RoundupAlso, Subscription-based advice platform Facet Wealth raised $100 million.