Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Ellevest Gets $7.5M Investment From Allianz Life
By Jeff BermanFunds will help the digital-advice platform for women expand its business, say CEO Sallie Krawcheck and other executives.
November 19, 2020
Here's Why Financial Advisors Need to Amp Up Their Digital MarketingThe pandemic has shifted advisor searches from word of mouth to search engines.
November 19, 2020
40% of Advisors Say Switching Firms Is Easier Than Before Pandemic: FidelityTech enhancements have made the process easier as advisors working remotely have learned the benefits of flexibility, Fidelity says.
November 18, 2020
What to Do When Prospects Go DarkYou don't know why prospects pull back, but these actions help you position yourself for future business.
November 18, 2020
Oranj's Closure: 'Nasty Surprise in a Year of Nasty Surprises'Consultant Craig Iskowitz also predicts: "It's going to be a bit like the feeding frenzy when Schwab sold PortfolioCenter to Envestnet."
November 18, 2020
Wells Fargo Exec: Fractional Shares Are 'Democratizing' InvestingIn addition to making pricier stocks available to more investors, fractional shares make systematic investing easier, Joe Nadreau says.
November 10, 2020
4 Steps for Building an Online Client Education PlanCOVID-19 brought in-person client education to a halt. But in some ways, that's not a bad thing.
November 05, 2020
10 Ways to Raise Your Visibility on LinkedInYou can modernize your prospecting pipeline in the time you once would have spent commuting.