Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
$3.75B Breakaway RIA Moves to Pershing
By Jeff BermanBoston-based Mayflower Advisors spent the past 15 years with Wells Fargo Advisors Financial Network.
December 02, 2020
ScratchWorks Invests $5M in 3 Wealthtech StartupsPairing wealthtech firms and top RIA investors brings suspense and cements the event's biggest deal to date.
December 01, 2020
Riskalyze Makes Rebalancing, Other Tools Free for 2 Weeks"We want to ... help [advisors] focus ... on making great decisions so they can let advanced technology put those decisions into place," says CEO Aaron Klein.
November 25, 2020
Cambridge Partners With AdvicePay: Tech RoundupAlso, FSP teams with Chalice Network to create FinTech Institute, and Wells Fargo invests in a donor-advised fund program.
November 24, 2020
Clients Using Apps to Reach Advisors Happier Than Other Investors: J.D. PowerA third of both advised and DIY investors have used wealth management firms' mobile app more frequently during the pandemic.
November 24, 2020
Ellevest Gets $7.5M Investment From Allianz LifeFunds will help the digital-advice platform for women expand its business, say CEO Sallie Krawcheck and other executives.
November 20, 2020
Commonwealth Expanding Menu of VIP Options in 2021Commonwealth Connect and Brand Studio are two areas of focus for the firm in 2021 and beyond.
November 19, 2020
SEC Enacts Long-Awaited E-Signature RulesThe amendments include requiring electronic filing and service of documents in administrative proceedings.