Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
What's Next for Advisors? Envestnet Betting on Voice Tech
By Janet LevauxExecutive Frank Coates breaks down the power of analytics today and what voice-enabled tools will look like tomorrow.
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.
February 06, 2019
Top Tech Rollouts, Trends From T3From new cloud-based ventures to the latest software for estate planning and retirement tools, the conference highlighted best-in-class digital strategies.
February 05, 2019
10 Wealth Management Trends in 2019: AiteInvestment advisors and wealth managers must prepare for the future, because it is here.
February 04, 2019
Innovation Is Top Focus at TD Ameritrade National LINC EventAlong with TD execs, headliners include Ron Carson and Ric Edelman.
February 01, 2019
Stock Exchanges Fire CAT Contractor After DelaysFINRA is said to be taking control of the Consolidated Audit Trail project.