Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
IFP Chooses BNY Mellon's Albridge for Wealth Reporting
By Marlene SatterAlbridge Wealth Reporting allows advisors to present a complete view of all client assets, even those held away.
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.
December 05, 2018
TD Ameritrade Launches Tech Awards With a TwistAt TDAI LINC, Innovation Quest will recognize, and help fund, apps that can "transform" RIAs' practices.
December 04, 2018
Treasury Official Gives Cold Shoulder to Raising SAR ThresholdSenators held their fourth hearing this year on potential Bank Secrecy Act reforms.
December 03, 2018
LPL Buys Advisor-Focused Tech Firm AdvisoryWorld for $28MThe firm wants to help its advisors "turn prospects into clients," CIO Burt White tells ThinkAdvisor.
December 03, 2018
FINRA Files to Allow BDs to Receive E-SignaturesBDs have said not being allowed to obtain e-signatures puts them at a "competitive disadvantage" to RIAs.