Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Top Tech Rollouts, Trends From T3
By Timothy WelshFrom new cloud-based ventures to the latest software for estate planning and retirement tools, the conference highlighted best-in-class digital strategies.
February 01, 2019
Stock Exchanges Fire CAT Contractor After DelaysFINRA is said to be taking control of the Consolidated Audit Trail project.
January 31, 2019
LPL Rolls Out AdvisoryWorld Proposal Tool"We see this as a blowout, not just a touchdown," said LPL's Burt White.
January 31, 2019
Court Ruling Extending SEC's Fraud Reach May Push More ICOs OffshoreIf most of the buyers of a security are located outside the U.S., do federal securities laws apply?
January 31, 2019
Women in WealthTech: Pamela R. Ellis of Bank of America-Merrill LynchThe Investment & Banking Solutions Technology Executive shares her views on everything from what keeps her up at night to her favorite apps.
January 31, 2019
Women in WealthTech: Cynthia Jane Buckler of Wells FargoThe Chief Information Officer/Executive Vice President of Wealth and Investment Management Technology shares her views on everything from what keeps her up at night to her favorite apps.
January 31, 2019
Women in WealthTech: Kirby Horan-Adams of LPL FinancialThe Executive Vice President, Investor and Investment Solutions, shares her views on everything from what keeps her up at night to her favorite apps.
January 31, 2019
Women in WealthTech: Sunayna Tuteja of TD AmeritradeThe Head of Strategic Partnerships & Emerging Technologies shares her views on everything from what keeps her up at night to her favorite apps.