Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
2018 IA 25 RIA/Advisory Winners
By Janet LevauxHere are the top vote getters in the RIA/Advisory field.
April 30, 2018
2018 IA 25 Custody & Clearing WinnersHere are the 2018 IA 25 Custody & Clearing top vote getters.
April 30, 2018
2018 IA 25 Fintech/IT/AI WinnersHere are the 2018 IA25 top vote getters in Fintech/IT/AI
April 29, 2018
Fresh and Familiar Faces in the Investment Advisor 25Several of the IA 25 winners highlight their best practices and reflect on what they have learned through the school of hard knocks.
April 29, 2018
What Tech Checks to Make to Prep for Reg Exams2018 FINRA and SEC exam priorities can serve as a refresher for your technology practices.
April 29, 2018
Inside Edward Jones' Take on TechnologyThe broker-dealer relies on advisor feedback to improve its technology, according to Principal Vinny Ferrari.
April 26, 2018
Advisors Are Making a Big Social Media MistakeWhat advisors and corporate marketing teams push may not be what clients and followers engage with most, a Hearsay study finds.
April 26, 2018
Janney's Retirement Evaluator Answers Clients' Most Common QuestionUsing NaviPlan 'engine,' Janney Montgomery Scott's add-ons allow its 800 advisors to provide custom solutions to clients.