Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Advisors Must Embrace Tech to Keep Competitors at Bay: CFP Board
By Melanie WaddellDigital Advice Working Group offers advisors three pieces of digital advice as they head into the new year.
January 09, 2019
Logging Into Bank Accounts Is a $3B BusinessOne player in the space, Plaid, says it's buying New York-based Quovo in a deal that could be worth about $200 million.
January 08, 2019
What's Next for Atria After Buying Next Financial?As industry watchers compare Atria to Cetera, management insists the firm is focused on bringing the right services to its advisors.
January 08, 2019
What RIAs Are Thinking for 2019, in 7 Charts: TD AmeritradeTD Ameritrade Institutional released its latest RIA Sentiment Survey of 302 independent RIAs.
January 04, 2019
China Slowdown Impact Expected to Spread Beyond AppleKevin Hassett, chair of the White House CEA, expects more U.S. companies will lower earnings forecasts.
January 03, 2019
Merrill Edge Adds Fund Research Tool With ESG InfoBofA says the Edge platform, which includes its robo-advisor Guided Investing, had close to $204 billion in assets as of Sept. 30.
January 03, 2019
TV Ads in Financial Services: What Works, What Doesn'tFinance marketing pros tell ThinkAdvisor what they think of recent ads from Wells Fargo, Schwab, Fisher and others.
January 02, 2019
Morgan Stanley Taps Cash Spigot for IPO DominanceThe rainmaker to watch this year is Michael Grimes, who's based in Silicon Valley as co-head of the bank's technology franchise.