Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Digital Assets and ICOs to Get More Clarity, Face More Rules in 2019
By Melanie WaddellAttorneys see more CFTC guidance on virtual currencies as commodities, and continued fiduciary pressure on advisors and brokers involved in crypto.
December 13, 2018
As Cybercrime Costs Soar, Wealthy to Get New Tool From Norton, AonOne research firm says the price tag for cybercrime could hit $6 trillion by 2021; New York's Global Cyber Center picks up steam.
December 13, 2018
IFP Chooses BNY Mellon's Albridge for Wealth ReportingAlbridge Wealth Reporting allows advisors to present a complete view of all client assets, even those held away.
December 11, 2018
Envestnet Upgrades Platform to Enhance Client RelationshipsAn improved Yodlee user experience is among the announced enhancements.
December 11, 2018
Morgan Stanley Teams With Yext to Boost Advisor Search Traffic, Digital PresenceThe platform also syncs with AI-equipped voice assistants and chatbots that answer questions about advisors to prospects and clients.
December 10, 2018
SEC's Clayton Says Companies' Awareness of Cyber Threats Is GrowingCompanies are looking beyond cyberattack prevention to better protection and smarter collection of data, Clayton says.
December 06, 2018
Folio Rolls Out Robo Platform for Advisors, InvestorsThe technology allows for goals-based financial planning and specialized portfolio building.
December 05, 2018
TD Ameritrade Teams With WeChatTD Ameritrade will offer investor education, financial market updates and research to retail investors via the platform.