Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
TD Ameritrade Launches Tech Awards With a Twist
By James J. GreenAt TDAI LINC, Innovation Quest will recognize, and help fund, apps that can "transform" RIAs' practices.
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.
November 30, 2018
BlackRock-Envestnet Deal Part of a 'Broader Game'Envestnet President Crager, consultant Timothy Welsh and others talked to ThinkAdvisor about the significance of the deal.
November 30, 2018
SmartAsset Uses AI to Extend Advisor-Prospect Matching ServiceFintech firm using recent $28M funding to eventually build 300,000-advisor database.
November 29, 2018
280 CapMarkets Adds Corporate Bonds on BondNav280 CapMarkets' fixed income trading and price discovery platform BondNav now offers corporate bonds. The expanded taxable offering on BondNav includes…
November 28, 2018
Just Do It: A 2018 Year-End Action List for AdvisorsGetting ready for the holidays is the easy part of advisors' year-end duties. For the tough tasks, here's a "must-do" checklist to help advisors tackle business processes and client needs in late 2018.
November 28, 2018
How Tech Is a Win-Win for SRIMillennials bring with them a need for speed and impact investing. Tech platforms help advisors deliver by simplifying how advisors align client assets with their values.
November 28, 2018
T3 Event Shows How Advisors Can Keep Robots at BayThe technology conference showcased innovation focused on cybersecurity, AI and more from the biggest and brightest names in the business.