Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
RIA Captrust Sticking With Growth Plan in 2020, Exec Says
By Jeff BermanAfter five acquisitions in 2019, the firm is hoping to make more deals next year.
December 09, 2019
How Tech Could End Conflicted Financial AdviceThe RIA founder tells ThinkAdvisor how regulators could address conflicts of interest and what he thinks the industry will look like in 10 years.
December 06, 2019
How Breakaway Advisors Can Avoid Major Tech MistakesThe most efficient way to get up to speed on technology as a new RIA is to hire a consultant.
December 02, 2019
Millennial, Boomer Advisors Show Stark Gap on Tech Use, Study ShowsYounger advisors are much likelier to leverage tech to enhance profitability, Nationwide reports
November 25, 2019
Big Tech Flexes New Products at T3Advisors will find new goodies on their platforms as IBDs and national RIAs look to expand their offerings.
November 15, 2019
Hearsay Systems Launches New Compliance Consulting ArmHearsay Compliance Advisory Services aims to help financial services firms comply with rules like Reg BI and FINRA's new advertising rule.
November 15, 2019
3 Ways Advisors Can Produce Better WebinarsDone right, a webinar can provide value for your audience while teaching you a lot about them.
November 07, 2019
RIAs Lag Other Advisors in Social Media Use: StudyBD and wirehouse reps use social media more frequently and see it as a more valuable business-building tool than do RIAs, American Century found.