Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Stock Exchanges Fire CAT Contractor After Delays
By Melanie WaddellFINRA is said to be taking control of the Consolidated Audit Trail project.
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.
January 31, 2019
Women in WealthTech: Cheryl Nash of Fiserv Investment ServicesThe president shares her views on everything from what keeps her up at night to her favorite apps.
January 31, 2019
Women in WealthTech: Bella Loykhter Allaire of Raymond JamesThe Executive Vice President of Technology and Operations shares her views on everything from what keeps her up at night to her favorite apps.
January 31, 2019
Women in WealthTech: Christina Townsend of BNY Mellon PershingThe Director/Head of Advisor Solutions Platform Strategy shares her views on everything from what keeps her up at night to her favorite apps.