Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Prospects Rely on Internet to Find an Advisor
By Emily ZulzThe average prospect gets 2.6 referrals and then looks up those advisors online, according to AdvisorEngine's Matt Kress.
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.
December 27, 2018
BD Fined $100K for Not Protecting Client DataThe violations took place over a five-year period, Massachusetts securities regulators say, and involved the use of a third-party CMS.