Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
United Capital's FinLife Platform Hits $22.5B
By Janet Levaux"The day may come soon when FinLife Partners eclipses United Capital in size," CEO Joe Duran said.
February 14, 2019
Cyberattacks the 'Single Greatest Threat' to Advisors' Business: Joel BruckensteinThe T3 head tells ThinkAdvisor that the third-party cybersecurity collective cleverDome "has the ability to change the industry."
February 13, 2019
TD Ameritrade Upgrades Veo One, AdvisorClient; Presents Tech AwardsAt LINC conference, the custodian enhances advisor, end-client platforms while funding new third-party tech.
February 13, 2019
Senators Seek Feedback on Consumer Privacy ControlsSens. Crapo and Brown look for comments by March 15 as the GAO recommends internet privacy legislation.
February 08, 2019
What's Next for Advisors? Envestnet Betting on Voice TechExecutive Frank Coates breaks down the power of analytics today and what voice-enabled tools will look like tomorrow.
February 08, 2019
How TD Ameritrade Turns Tech Ideas Into Products, QuicklyCIO Vijay Sankaran uses his innovation center to turn ideas into practical tools used by TD's Institutional advisors.
February 07, 2019
Wells Fargo Online Banking Suffers Second Outage in a WeekThe firm blamed a power shutdown at one of its facilities for problems Thursday.
February 07, 2019
BB&T Buying SunTrust in Biggest Bank Merger of the DecadeCombination will create sixth-largest U.S. bank by assets; shareholders of BB&T will own 57% of the combined company.