Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Envestnet Adds 3 Premium Features to Its Plan Analytics Tool for Advisors
By Jeff BermanAccess to the premium features will cost $600 a year.
October 13, 2020
Ric Edelman's Crypto Council Buys Events Group, Names Inside ETFs Co-Founder PresidentThe RIA Digital Assets Council has acquired JV Events Group and plans to hold a virtual conference in March.
October 08, 2020
SEI Launches Investor Tax Savings Report for Advisors: Tech RoundupAlso, Advisor Group enhances its MyCMO marketing platform and JPMorgan teams with 55ip.
October 07, 2020
SEC Slaps BD for Text Message SnafusThe firm was fined $100,000 for failing to retain business-related messages.
October 01, 2020
How Long Will the 'Massive' Schwab-TD Ameritrade Tie-Up Take?The deal is all but done. Now comes the hard part.
September 25, 2020
Orion-Brinker Deal Is Done (Already)It was "beneficial to both firms to get it done as quick as possible and move forward," Joel Bruckenstein said.
September 24, 2020
Why Advisors Are Still a Long Way From Embracing AI: SchwabWe're still "early on in building the business case" for advisors, Schwab managing director Kyle Caffey says.
September 23, 2020
How Tech Is Bringing 'Wall Street to Main Street': TD AmeritradeSunayna Tuteja says new forms of content are proving to be useful in making financial services "become part of people's lifestyles."