Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Merrill Lynch Rolls Out New Advisor Workstations
By Janet LevauxThe news comes about 18 months after rival Morgan Stanley introduced WealthDesk, its new advisor platform.
May 27, 2020
Pandemic Is a Wake-Up Call to Address Health Care in Financial PlansAdvisors can use technology to help clients map out how to cover health care costs today, in the near future and during retirement.
May 19, 2020
Many Life Insurers Are Still Spending on Technology: NovaricaMidsize life insurers were more likely to report IT budget increases.
May 14, 2020
Why, and How, Advisors Should Podcast: TD AmeritradeWhen it comes to podcasts and flash briefings, clients want "brevity, levity and familiarity," TD Ameritrade's Dani Fava says.
May 13, 2020
LPL to Open Tech Hub in TexasThe independent broker-dealer's campus in Austin is expected to have more than 100 employees.
May 07, 2020
Schwab to Buy Motif's Technology in All-Cash DealThe announcement follows Motif's decision to shut down its platform recently.
May 07, 2020
Kitces: Pandemic to Accelerate Shift to AUM-Based Fee ModelCOVID-19 is "making the future get here faster than anyone expected," he says.
May 06, 2020
Schwab: Digital Onboarding, Money Transfers Surge Amid PandemicMore enhancement is on the way for the company's digital offerings, Schwab tech exec Lauren Wilkinson says.