Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Aite Group Launches Cybersecurity Practice
By Ginger SzalaMachine-learning model is the next evolution for cybersecurity, according to an Aite report by team member and cybersecurity vet Alissa Knight.
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.
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.









