Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Advisor Group Hires Ex-Schwab Exec to Lead Digital Solutions
By Jeff BermanPeter Clemson is appointed to the newly created position to lead the firm's continued buildout of digital solutions.
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."
December 10, 2020
Envestnet Introduces New Retirement Plan Solutions for Advisors: Tech RoundupAlso, Advyzon adds a prospect portal and mobile app to its digital tool chest.