Private-equity firm GTCR said it has agreed to acquire FMG Suite, a marketing and software company used by financial advisors ...

Today, AI is not just a tool—it’s a strategic asset. Its power to personalize messaging, optimize campaign performance and ...

Now in its third year, the Mortgage Marketing Summit has established itself as the go-to event for those shaping brand and ...

The financial services landscape has been overrun with a myriad of different marketing efforts, new tools and approaches. Claims as to the single best marketing strategies are all over the place ...

Traditionally, many CFOs viewed marketing as a cost center, but more are now seeing it as a growth accelerator. AT&T (No. 37 ...

The regulatory consultant Hearsay Systems found that financial professionals have increased their production of online videos by nearly threefold. That doesn't mean the message is getting through ...

LPL Financial highlights that advisors utilizing their Marketing Solutions have experienced asset growth rates 39% faster than their peers, emphasizing the platform's potential impact on business ...

NEW YORK--(BUSINESS WIRE)--Financial Narrative, the world’s largest organisation of financial marketing & communications leaders, is proud to unveil the Financial Narrative 50, the list of 50 of ...

This changed in 2020, when the SEC’s updated marketing rules began allowing financial advisers to start using these kind words publicly.

Financial services companies can demonstrate marketing compliance through a combination of proactive measures, documentation, and transparency. For example: ...

The terms "disruption" and "innovation" have become hyperbolic, clichéd and, thanks to entrepreneurial fraud and mismanagement, suspect. But in the case of ChatGPT and other AI emerging ...

Stories that convey a deeper sense of value are something Generation Z and millennials increasingly demand from the brands they buy, and they can easily get lost altogether in financial B2B marketing.