Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
The End Is Near
By Mark TibergienWhen it comes to making a graceful pre-retirement exit, there are steps firm founders can take so they can relish what comes next.
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.
February 20, 2019
United Capital's FinLife Platform Hits $22.5B"The day may come soon when FinLife Partners eclipses United Capital in size," CEO Joe Duran said.
February 15, 2019
Why the Commonwealth-MassMutual Tie-Up Is a 'Big Deal'"All companies have to think of themselves as technology companies now," a Commonwealth tech exec says.
February 15, 2019
JPMorgan to Use Digital Coin to Accelerate Corporate PaymentsThe biggest U.S. bank said it developed a prototype digital coin based on blockchain technology.
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.