Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Edward Jones Poured $500M Into Tech. Here's What It's Offering Advisors.
By Jeff BermanThe firm is rolling out new tools including an advisor-client matchmaking app, tech chief Frank LaQuinta told ThinkAdvisor.
September 04, 2020
Schwab, Vanguard, Other Platform Glitches Unrelated to Apple, Tesla Splits, Firms SaySeveral major trading platforms experienced outages and other problems on the day of the stock splits.
August 27, 2020
5 Big Advisor Problems Being Solved Through Tech: BroadridgeAccelerated tech adoption is a silver lining of the pandemic, Fred Duden of Broadridge tells ThinkAdvisor.
August 26, 2020
How the Top BDs of 2020 Got Ahead of the PandemicLeaders of four broker-dealers explain what continuity, technology and other steps prepared their firms for remote work.
August 20, 2020
Half of Advisors Thinking of Dumping Their Firm for Better Tech: SurveyNearly 8 in 10 advisors said in a Broadridge survey that they'd lost business due to inadequate technology.
August 18, 2020
LPL Advisors to Get Slack Messaging ToolsThe new messaging system will make it easier for advisory team members to communicate wherever they are, LPL says.
August 14, 2020
To Gain Client Trust, Boost Virtual Service: FidelityExecutives from several firms make the case for fully embracing remote work, digital tools and more during a Fearless Week webcast.
August 14, 2020
Carson Coaching Launches Online HubProgram partners include Riskalyze, YCharts and Redtail.