Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
July 11, 2024
Younger Prospects Don't Need Referrals to Pick an Advisor: SurveyToday's retirees are the last generation of investors who consider referrals necessary when selecting an advisor, Ficomm found.
July 02, 2024
WisdomTree Unveils Portfolio Solutions for AdvisorsThe service is intended to help advisors manage and implement asset allocation decisions, among other features.
June 20, 2024
How to Fix Holes in Your Digital Marketing and Do SEO the Right WaySnappy Kraken CEO Robert Sofia reveals advisors' biggest mistakes and the best way to drive referrals, according to research.
June 13, 2024
FINRA Slaps Rep for Texts, LinkedIn MessagesThe rep exchanged more than 1,000 business communication outside allowed channels, FINRA says.
June 12, 2024
16 Biggest Fines in SEC's Texting CrackdownThe texting sweep has been raging for over two years, with more firms expected to face fines.
June 11, 2024
Snappy Kraken Unveils Marketing Hub for Growth-Focused AdvisorsThe platform is tailored to help advisors unlock their full organic growth potential, CEO Robert Sofia says.
June 11, 2024
Hearsay Sold to Yext for More Than $125MAn extra $95 million could be paid to Hearsay if certain post-deal performance targets are hit.
June 06, 2024
Meta's WhatsApp Is Adding a New AI Assistant for BusinessesNew features could help businesses connect with clients, answer questions, and sell goods and services via chat.
June 03, 2024
The 4 Client Segments Driving Advisors' Future GrowthThese groups have varying views on professional advice but share the same top financial goal, State Street finds.
May 30, 2024
Broadridge Acquires Advisor Behavior Data FirmThe deal should enable asset managers to better target advisors and drive growth, Broadridge said.