Betterment, the leading independent robo-adviser, is known for high-profile TV campaigns, including commercial spots during the U.S. Open featuring Maggie Siff from the hit Home Box Office Inc. show “Billions.” But no one in the marketing department of the 420-employee-strong ...

As the financial advice industry grapples with whether to proceed with in-person conferences, marketing tech platform Snappy Kraken announced Thursday it has pushed back its Jolt conference until 2022.  Originally scheduled for Oct. 20-22, the event will now take place ...

We’ve all signed up for something we regret. Maybe it’s a gym membership you forgot about after January, a magazine subscription you rarely read, or a timeshare you never used. Whatever it was, it’s always disappointing to find out you ...

Sales and marketing software developer Seismic raised $170 million in fresh funding that pushes the fintech’s valuation to $3 billion, the company announced Monday.  The latest funding, which brings Seismic’s capital to $270 million raised to date, was announced alongside ...

Marketing software firm FMG Suite has made content marketing and digital prospecting for advisers pocket-sized with the launch of its new mobile app that is available for iOS and Android. FMG Suite announced Tuesday that the roughly 14,000 users on ...

Registered investment advisers that pivoted toward digital-focused client acquisition strategies over the last year experienced greater organic growth compared with their peers, with more than 70% of firms generating leads from their websites, virtual prospecting events and online advertising, according ...

We’ve all heard the popular saying that trust takes years to build, seconds to break, and forever to repair. As accurate as it is, what happens when you don’t have years to build someone’s trust? With trust at the foundation ...