Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
6 Steps for Turning Cold Leads Into Long-Term Clients
By Robert Sofia"Hard sell" tactics will chase away prospective clients. Instead, try these nurturing methods to build relationships that last.
January 15, 2021
Why Digital Disruption Matters for Your PracticeNow's the time to focus on giving your clients the ability to make a request and have it fulfilled as fast as Uber can deliver a ride.
January 14, 2021
Advisor Group Hires Ex-Schwab Exec to Lead Digital SolutionsPeter Clemson is appointed to the newly created position to lead the firm's continued buildout of digital solutions.
January 11, 2021
Sound Income Strategies Launches ETFs for Retirees: Portfolio ProductsAlso, new Hamilton Lane fund expands access to private markets for individual investors.
January 07, 2021
Why a New TAMP for Small RIAs Has a Months-Long WaitlistSmall firms need "more than a call center," Manish Khatta, the quant behind Potomac's Union platform, tells ThinkAdvisor.
January 04, 2021
SEC Says Some BDs Can Custody Digital AssetsThe "federal acquiescence to (if not outright approval of) digital assets will continue," predicts Ric Edelman.
December 30, 2020
Insurtech Acquisitions Will SkyrocketThe authors predict carriers' struggles to innovate, and keep up with other carriers, will change the trajectory of dealmaking.
December 17, 2020
Fusion Financial Founders to Provide 'White Glove' IT Services for RIAs: Tech RoundupAlso, Broadridge appoints a chairman for its LTX trading platform.