Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
JPMorgan to Use Digital Coin to Accelerate Corporate Payments
By Michelle F. Davis and Alastair MarshThe biggest U.S. bank said it developed a prototype digital coin based on blockchain technology.
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.
February 06, 2019
Ric Edelman to Cut Ties With BitwiseEdelman wants to avoid potential conflicts of interest with his clients that could arise in the future.
February 06, 2019
Cetera Shares 2018 Recruiting Results, Sort OfThe independent broker-dealer network is adding more business development and technology tools for advisors.