Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Advisor Group Selects Jemstep to Build Integrated Tech Platform
By Danielle AndrusThe new platform, expected at the end of 2017, will bring robo capabilities to traditional advisors.
July 03, 2017
Lessons from a Quarterback, Technologist & Treasury SecretaryPershing's INSITE 2017 conference had many fans this year.
July 03, 2017
Delivering on Digital at Morgan StanleyWealth management executives Naureen Hassan and Chris Randazzo discuss the firm's "mobile-first" approach and more.
July 03, 2017
TD Ameritrade Furthers Technology Integration MissionAccording to CEB Tower Group, the No. 1 technology investment being made by wealth management firms these days is in client onboarding and new account opening.
June 30, 2017
Plante Moran Adopts RiXtrema Fiduciary Tool: Tech RoundupRiXtrema has added Plante Moran Financial Advisors, a registered investment advisor with over $11.9 billion in assets under management, to its list of customers.
June 27, 2017
Open Architecture Is Key for RIA/BD HybridsFor hybrid firms, its important to do things in as efficient and cost-effective a manner as possible.
June 23, 2017
Novarica Finds a Sign Annuity Issuers Still Need YouThe consulting firm says agent portals appear to be high-priority IT projects.
June 22, 2017
Victor Fetter Is Out at LPL; Former AmEx, eBay Exec Is InThe IBD taps Scott Seese for the CIO post in a move that one recruiter calls "a big deal."