Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How to Avoid 5 Mistakes With Client Testimonials
By Andrew JohnsonIt's important to establish a publishing process with appropriate guidelines and disclosures in place.
April 24, 2024
Two Ways Advisors Can Add Value, Without Picking Stocks"The industry's historical model of how we add value is under threat," MyVest CEO Anton Honickman says.
April 22, 2024
Future Proof Festival Owner Changes NameThe company says it will announce expansion plans in coming months.
April 18, 2024
New SEC Risk Alert Points to 5 Marketing Rule Trouble SpotsThe alert lists compliance shortfalls advisors should fix before examiners come knocking.
April 15, 2024
12 Most Dynamic U.S. Metro Areas: 2024The metro that topped last year's ranking has plunged to No. 29.
April 15, 2024
Online Insurance Broker Faces Privacy Class ActionPlaintiffs say Lemonade shared visitor data with Facebook and other companies without users' permission.
April 12, 2024
SEC Hits 5 RIAs With Marketing Rule FinesThe firms have agreed to pay $200,000 in combined penalties over their use of hypothetical performance in ads.
April 09, 2024
How Fidelity's Helping Smaller RIAs 'Get to the Next Level'Some firms lack resources to boost organic growth. One executive says they can "rely on us a lot for that expertise."