Research Shows Strong Revenue Growth for Advisors Embracing Digital Marketing During Pandemic
After a year in which digital communications took center stage in enabling financial advisors to stay connected with clients and prospects, Advisor Group has announced new internal reporting on the results achieved by users of its MyCMO digital marketing platform.
Advisor Domain: Lessons from the Morgan Stanley Recycling Debacle
Last week, the Treasury Department announced it was fining Morgan Stanley $60 million over mishandled data center decommissioning back in 2016. The agency said several Morgan Stanley hardware assets still contained customer data after these retired assets reached a recycling station.
Advisor Tech Talk (Week of 9/11/23)
The kids are now all going back to school, their summer recreation finally over.
For some of us, the summer break never...
Adviser Domain – New Cybersecurity Program for Financial Planners Launches
Financial Planning Association launches new Cybersecurity for Financial Planners
Advisor Tech Talk (Week of 7/10/23)
A truncated holiday week still leaves us with plenty of news to cover in Advisor Tech Talk.
For example, two big TAMPs,...