Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Schwab to Buy Motif's Technology in All-Cash Deal
By Bernice NapachThe announcement follows Motif's decision to shut down its platform recently.
May 04, 2020
Three Questions to Ask Now About Your Brand & Its ContentAdvisory firms can learn some big lessons from the COVID-19 crisis to get their marketing efforts ready for what comes next.
April 28, 2020
Snappy Kraken Launches Video Tool for AdvisorsThe tool is intended to simplify the entire video creation and promotion process, CEO Robert Sofia says.
April 27, 2020
Wells Fargo Introduces Retirement Income Solution: Portfolio ProductsAlso, BlackRock's iShares launches three Factor Style ETFs.
April 23, 2020
How Advisors Can Thrive in a Virtual Environment"The key is to embrace the change," a senior manager at TD Ameritrade says.
April 22, 2020
Hightower Launches Marketing Platform for AdvisorsThe wealth firm built the new offering in partnership with marketing tech firm Snappy Kraken.
April 22, 2020
The 2020 IA25: Lisa BurnsFidelity Institutional's head of Platform Technology says advisors need to make clients' lives easier during the COVID-19 pandemic.
April 14, 2020
4 Ways Advisors Can Use Technology to Bridge the Generation GapHere's how to drive client interest on both sides of the gap.