Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
UBS Adds BNY Mellon Model Portfolios to Platform: Tech Roundup
By Jeff BermanAlso, Invesco teamed with Cerulli Associates to launch a benchmarking index based on Cerulli data.
May 13, 2022
Tech Stocks Are in a Bear Market, But They Aren't CheapIf you're wondering if tech stocks are a bargain, here are a few ways to look at market trends and figure it out.
May 12, 2022
5 Ways Financial Advice Is Changing NowHere are the key trends to understand so you can set your practice up for growth, says the co-head of Pershing's Wealth Solutions.
May 06, 2022
Commonwealth: Advisor Adoption of Brand Studio Has 'Exceeded Expectations'The strategic marketing support initiative is now available to all the firm's advisors after an early access program.
May 05, 2022
Orion Adds Behavioral Finance to Financial Planning Platform: Tech RoundupAlso, Envestnet enhances its financial wellness ecosystem with new tech updates.
April 25, 2022
Elon Musk Lands Deal to Take Twitter Private for $44BInvestors will get $54.20 per share, which is about 38% more than the stock's close on April 1.
April 25, 2022
LPL Picks Up Merrill Exec, Shuffles LeadershipLPL has named new leaders to the groups formerly led by Burt White and Andy Kalbaugh.
April 22, 2022
Estate Planning Enters the Digital Age: TD WealthOver 70% of those polled use blogs, social media and other tools when working on estate plans, a recent survey finds.