Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Kestra Adds to Platform, Speeds Up Onboarding Process
By Ginger SzalaIncreased cybersecurity prowess and a faster platform are part of new technology enhancements.
April 30, 2019
What Happened at FinTech's 'Shark Tank 2'AdvicePay founders Michael Kitces and Alan Moore did not disappoint for drama at the recent ScratchWorks event.
April 30, 2019
How Technology Deals Are Changing the BusinessWorried about how your "new" tech firm will service your solution?
April 30, 2019
Empathy Plus Technology Equals SuccessE|Financial Alliance blends deep insights into clients' personalities to deliver what they really need.
April 29, 2019
2019 IA25 Fintech WinnersHere are this year's top vote getters in the field of financial technology.
April 29, 2019
E-Trade May Be Close to Launching Cryptocurrency TradingThe brokerage giant will offer Bitcoin and Ethereum trades; service will compete with startups like Coinbase and Robinhood.
April 24, 2019
Ladenburg Hires Former Cetera, Advisor Group ExecDavid Ballard will now support Securities America, Triad Advisors, Investacorp, Securities Service Network and KMS Financial Services.
April 18, 2019
LPL, Advisor Group and Merrill Tap New ExecsMeanwhile, Dynasty names a new tech chief, and two firms announce big marketing developments.