Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Tech Headaches, Innovations and Threats in Focus at T3 Event
By Timothy WelshPlus, conference host Joel Bruckenstein shares results of an advisor survey on software and other technology tools.
February 20, 2020
Motive Partners Finalizes Fiserv Deal, Plans RebrandingThe private equity firm has bought a majority stake in Fiserv's Investment Services unit and renamed it Tegra118.
February 19, 2020
LPL Says Tech Update Makes It 'Easier to Turn Prospects Into Clients'The independent broker-dealer explains how a new integration has improved its ClientWorks advisor platform.
February 19, 2020
Carson Group to Slash Tech Costs for Partner FirmsThe initiative is set to take effect April 1 for most technology costs, according to the Omaha-based company.
February 18, 2020
New RIA in a Box Open API Helps Advisors With Compliance: T3 Tech RoundupOther developments revealed at T3 include an AI-powered tech solution and an new Orion Connect interface.
February 18, 2020
Fidelity Adds New Capabilities, User Testing to Integration XchangeThe enhancements focus on self-service functionality that allow wealth management firms to customize their use of technology.
February 11, 2020
3 Big Advisor Worries About Schwab-TD Ameritrade Deal: Joel BruckensteinThe T3 president told ThinkAdvisor about the chatter he heard on the ground at the TD Ameritrade National LINC conference.
February 03, 2020
Are You Ready for Your Clients to Live to 100?It will happen sooner than you think, creating new financial and retirement needs, Peter Diamandis tells ThinkAdvisor.