Wealth managers are taking the more than 6 billion text messages sent globally every day as a sign that the vast majority of clients are willing to communicate with businesses via text. Redtail Technology Inc., a client relationship management provider ...

What do Kentucky Fried Chicken and financial advisers have in common? Curious, are you? Well, therein lies the answer: curiosity. Our brains are hardwired to recognize patterns. When something doesn’t fit in, we instantly notice it and are keen to ...

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 ...

Client communication is becoming critical to a growing business, spurring some wealthtech firms to launch tools to quickly engage with clients where they spend most of their time — on their smartphones. Two prominent fintechs announced plans to launch text ...