Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Schwab Quietly Provides a Welcome Mat for Smaller Advisors
By James J. GreenJalina Kerr's service group is happy to serve the needs of RIAs with less than $100M in AUM.
November 13, 2018
Client Financial Info on One Sheet Is Hit With Clients, Asset-Map SaysWhen Adam Holt, founder of Asset-Map, was an advisor he found that his "clients wanted the Asset-Map religiously."
November 13, 2018
Tech Stock Selloff Roughest Since 2011The Nasdaq 100 dropped almost 3% on Monday, erasing the post-Election Day rally.
November 09, 2018
In a World of Free Products, Financial Planning Must ChangeThere's no doubt the investment business is changing. The question is how do advisors take action to adapt?
November 08, 2018
Taming Advisors' Time Crunch With Speech Recognition, DictationDragon Professional is touted to cut the time spent writing client reports while improving compliance.
November 06, 2018
FINRA Updates eFOCUS Report RequirementsThe updated electronic filing system incorporates new amendments for reported income issued by the SEC.
November 01, 2018
Tech Whiz Sebastien Taveau Joins Envestnet | YodleeEnvestnet | Yodlee brings in a heavy hitter to reinforce its mission as a "developer-first platform."
October 31, 2018
Pershing Expands Access to Managed Accounts SolutionManaged360 is fully integrated within Pershing's technology platform and comes on the heels of its ManagedConnect rollout.