Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Rep. Waters Floats Draft Bill to Rein In Credit Reporting Cos.
By Elizabeth Festa"To credit reporting bureaus, consumers aren't consumers. They are commodities," Waters said during the lengthy Tuesday hearing.
February 26, 2019
Future of Advisor Tech in Focus at T3From cloud-based ventures to software for retirement-assessment tools, T3 highlighted the need for best-in-class digital strategies.
February 26, 2019
IBDs, Wirehouses Spotlight Recruiting, M&A News in Q4 ReportsThe performance of many firms improved last year, though total assets and asset flows suffered as the markets hit bumps in the final months of 2018.
February 26, 2019
The End Is NearWhen it comes to making a graceful pre-retirement exit, there are steps firm founders can take so they can relish what comes next.
February 26, 2019
Aite Group Launches Cybersecurity PracticeMachine-learning model is the next evolution for cybersecurity, according to an Aite report by team member and cybersecurity vet Alissa Knight.
February 21, 2019
Envestnet to Buy Schwab's PortfolioCenterThe deal comes just a few months after BlackRock bought a nearly 5% stake in Envestnet. But what does it say about Schwab's tech strategy?
February 21, 2019
Cambridge Streamlines Data Input for AdvisorsAdvisors will avoid multiple inputs with new technology that uses bi-directional data synced continuously through the system.
February 21, 2019
CFTC Compliance Branch Releases Its First-Ever Exam Priorities ListHere's what advisors and BDs registered as CTAs or commodity pool operators should prepare for.