Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
F2 Strategy Scoops Up Asset Servicing Firm
By Janet LevauxThe deal to buy Aliter Investment Services is the firm's second purchase this year.
June 18, 2025
8 Flaws to Watch For in IRA Conversion ToolsThe designer of a new Roth conversion analyzer says existing tools fall far short of their intended purpose.
June 13, 2025
SEC Shreds Plans for 14 Major RulesThe list includes controversial proposals aimed at RIAs.
June 10, 2025
Fire, Explosions Wake Conference-Goers With a 'Jolt'A nearby blaze forced Snappy Kraken conference guests to evacuate their hotel rooms early Tuesday in Nashville.
June 10, 2025
The No. 1 Thing Advisors Want When They Switch FirmsUnhappy advisors are quicker to move as new tech has made the process easier, recruiter Derrick Friedman says.
June 03, 2025
Senators Re-Introduce E-Delivery BillThe legislation requires the SEC to write a rule allowing financial firms to deliver documents in digital format.
May 23, 2025
Financial Advisor Conferences in 2025: An Evolving ListDozens of industry conferences and events are on tap this year, with the biggest events hosted by custodians.
May 09, 2025
FINRA Working to Modify Firms' SEC Texting SettlementsFINRA will consult with the SEC to modify the "collateral consequences" of agreements made with 77 firms.