Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Why Digital Disruption Matters for Your Practice
By Angie HerbersNow's the time to focus on giving your clients the ability to make a request and have it fulfilled as fast as Uber can deliver a ride.
January 07, 2021
Why a New TAMP for Small RIAs Has a Months-Long WaitlistSmall firms need "more than a call center," Manish Khatta, the quant behind Potomac's Union platform, tells ThinkAdvisor.
January 04, 2021
SEC Says Some BDs Can Custody Digital AssetsThe "federal acquiescence to (if not outright approval of) digital assets will continue," predicts Ric Edelman.
December 30, 2020
Insurtech Acquisitions Will SkyrocketThe authors predict carriers' struggles to innovate, and keep up with other carriers, will change the trajectory of dealmaking.
December 17, 2020
Fusion Financial Founders to Provide 'White Glove' IT Services for RIAs: Tech RoundupAlso, Broadridge appoints a chairman for its LTX trading platform.
December 16, 2020
SEC Tables Long-Awaited Ad Rule ChangesAlso tabled were considerations to adopt amendments to Form ADV to provide more information about advisors' marketing practices.
December 16, 2020
A 4-Point Checklist for Year-End PlanningNo doubt, 2020 was an unusual year, which makes client reviews all the more important to prepare for 2021.
December 14, 2020
Ric Edelman: 'We Have Solved' Crypto Custody Problem"You've got major players engaged here" in the custody of digital assets, Edelman said. "Fidelity, first and foremost."