Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Tax Season Presents Tremendous Opportunity for Advisors
By Angela PecoraroAdvisors can use technology to make tax season easier for their clients.
February 10, 2021
Delivering Value From FintechThe author has ideas about how advisors should evaluate insurer and product provider tech.
February 03, 2021
Commonwealth Adds IT, Information Security LeadersThe firm says its latest appointments will help its growth strategy.
February 02, 2021
Bitwise Plans to Launch Public Bitcoin FundThe fund would have a 1.5% expense ratio. Fidelity Digital Asset Services would be its custodian.
January 28, 2021
3 Tech Tools to Help Advisors Do More With LessThere are tools that can help advisors adapt and meet the increased demand for their services in the COVID-19 era.
January 28, 2021
eMoney Launches Rebranded Digital Marketing Solution: Tech RoundupAlso, the Redtail CRM has integrated MaxMyInterest cash management software.
January 28, 2021
How Advisors Can Use Client Testimonials Under New SEC RuleAdvisors can now use client reviews in their marketing, but they should use caution, lawyers say.
January 21, 2021
Orion Boosts Efforts to Woo Breakaway AdvisorsThe platform provider is offering its marketing campaign tool and Orion Planning for $350 a month, waiving a one-time setup fee.