Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Ex-SEC Commissioner Paredes Has an 'Appetite for Disruption'
By Melanie WaddellParedes chatted with ThinkAdvisor's Melanie Waddell about fintech and regulation.
March 26, 2019
Wells Fargo Launch; Kestra Finds Buyer; Moore Leaves Cetera: BD RoundupThe wirehouse says its new program is a "category killer." Meanwhile, one independent broker-dealer wins the backing of a private equity group, and another loses its CEO.
March 26, 2019
Tech Execs Warn of 'Consumer-ification of Wealth Business'Advisors must boost adoption of digi tools to stay relevant, say Black Diamond execs Eli George and Bjorn Widerstedt; meanwhile, TD Ameritrade Institutional tech guru Dani Fava urges advisors to watch and read more sci-fi.
March 26, 2019
Is Your Firm's Legacy Technology a Ticking Bomb?Advisors can avoid the headaches of being forced to replace old systems on the fly by taking these pre-emptive actions.
March 20, 2019
7 Questions to Ask When Reviewing TechnologyDoes your advisory firm have a tangled mess of technology or a tightly integrated and cohesive system? Here's how to tell.
March 18, 2019
Kitces: Is Technology Really Helping Advisors?A survey by Michael Kitces breaks down the advisor work week and uncovers some interesting results.
March 15, 2019
What's Really Behind the Envestnet-MoneyGuide Deal?Industry watchers debate the merits of the big fintech tie-up, which isn't easy to "unpack," according to Craig Iskowitz.
March 15, 2019
SEC to Hold Second Fintech ForumOn May 31, panelists will tackle such topics as ICOs, digital asset platforms and distributed ledger innovations.