Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
TD Ameritrade's Dani Fava Has Left the Firm
By Janet Levaux | Jeff BermanFava, head of RIA innovation efforts for the past four years, leaves ahead of Schwab's purchase of TD Ameritrade.
July 16, 2020
MaxMyInterest Integrates With Morningstar: Tech RoundupAlso, E-Trade launched a developer platform that will allow corporate clients to streamline services.
July 10, 2020
New Risk Tool Launched: Tech RoundupAlso, Twenty Over Ten updated its Lead Pilot tool to help advisory businesses improve their inbound marketing efforts.
July 07, 2020
Best & Worst BDs for Advisors: J.D. Power — 2020The latest satisfaction survey of more than 3,200 advisors is based on a new set of factors, including professional development and technology.
July 07, 2020
Financial Firms Speeding Tech Adoption Due to Pandemic: SurveyBDs and other financial services firms are accelerating their digital transformations, a new Broadridge study finds.
July 06, 2020
3 Ways to Keep Retirement Plans on Track During the PandemicDon't be afraid to contact clients with good news and bad, Cathy Clauson of AssetMark tells ThinkAdvisor.
June 15, 2020
TD Ameritrade Launches Virtual M&A Matchmaker for RIAsJoel Bruckenstein of T3 tells ThinkAdvisor his views on the new platform.
June 15, 2020
Technology Can Keep You Moving Forward: VertaforeThe insurtech firm says one answer to the COVID-19 doldrums is client self-service portals.