Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How New Tech Can Really Help Advisors: Cerulli
By Jeff BermanMore tech adoption can provide greater efficiency and improve productivity, Cerulli says.
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."
September 23, 2020
4 'Must Watch' Megatrends in Wealth ManagementThe pandemic might have accelerated some of these moves, but the industry was already headed there.