Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
FINRA Sweeps BDs on Use of Social Media Influencers, Referral Programs
By Melanie WaddellThe sweep focuses on practices related to customer acquisition through channels like TikTok, Facebook and Reddit.
September 01, 2021
Advisor Group Exec Moves to FMG SuiteSusan Theder will become chief marketing and chief experience officer of the software and services firm.
August 26, 2021
Here's Why Digital Assets Are Here to StayThe blockchain technology that underlies them offers massive benefits that current methods of commerce do not provide.
August 25, 2021
10 Things Advisors Should Do to Attract Young and DIY InvestorsPenny Phillips, Jamie Hopkins and others tell ThinkAdvisor how, and why, to add clients from these burgeoning groups.
August 23, 2021
Envestnet Enhances Recommendations Engine for AdvisorsThe engine includes a data connection with Fiduciary Exchange to provide annuity insights.
August 20, 2021
T3 Conferences Postponed Until 2022 Due to Delta VariantAn increasing number of participants have expressed concerns in recent days, Joel Bruckenstein, T3 president, tells ThinkAdvisor.
August 19, 2021
Snappy Kraken Introduces Advisor Text Marketing PlatformThe new Convos text messaging platform launched in beta for select RIAs and BDs, and will expand starting in Q4, the company says.
August 17, 2021
TD Ameritrade, FiComm Veteran Joins Carson GroupSamantha Allen has been named vice president of digital marketing, a new position at the firm.