Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Blockchain Technology and Life Insurance
By Steve GibbsAn estate planning veteran looks at what Bitcoin and DeFi could mean for the industry.
January 05, 2022
'Great Resignation' Doesn't Need to Include AdvisorsHere's how the financial services industry can avoid loss of talent.
December 23, 2021
What 8 Advisors Will Do Differently in 2022: Advisors' AdviceHere's what one group of financial pros is thinking when it comes to time spent on planning, meetings and even breaks next year.
December 23, 2021
Envestnet Reports Strong Results for New Brand Campaign: Tech RoundupPlus, Northfield Information Services and Vestmark formed a new, expanded relationship to provide "more personalized solutions" to wealth managers.
December 23, 2021
The Do's and Don'ts of Advisor MarketingMeghan McCartan, head of marketing for Hightower Advisors, breaks down the best practices with April Rudin, head of the Rudin Group.
December 17, 2021
JPMorgan Bosses, Hooked on WhatsApp, Fuel $200M PenaltyTens of thousands of messages escaped surveillance, hindering investigations, the SEC said as it doled out an unusually large fine.
December 16, 2021
How Younger Donors Are Changing Charitable Giving: Wells FargoIn a recent survey, 46% of participants said they had used newer ways of giving this year.
December 10, 2021
Asset Manager Websites Drive Advisors' Decision to Invest: J.D. PowerMany asset managers are missing the mark on basic website navigation and functionality, the research group finds.