Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How to Avoid Regrettable Employee Losses
By Mark TibergienWhat should you do when the best people leave your company? Here are some ideas.
October 25, 2018
UBS Wealth to Make Biggest Tech Overhaul Since Paine WebberThe wirehouse is working with Broadridge to revamp back-office functions and streamline management of multiple accounts for ultra-wealthy clients.
October 25, 2018
Wells Fargo Puts Execs on Leave Amid Regulatory ProbesChief administrative officer, chief auditor have begun leave; the two executives were also removed from operating committee.
October 25, 2018
Digital Tools Boost Client Engagement: CerulliThey will allow advisors to spend more and more time on client-facing activities, Cerulli says.
October 24, 2018
`Alexa, Buy Tilray Shares': TD Ameritrade Gets Voice PurchasesCEO says Tim Hockey says the brokerage will allow trades with Amazon Alexa.
October 23, 2018
TD Ameritrade Profits Soar, RIA Technology Remains Priority: Q3 Earnings"The more we can automate, the more time advisors can spend with their clients," according to CEO Tim Hockey.
October 23, 2018
Cetera Beefs Up Tech PlatformCetera Financial Group has launched the Advisor II program, an addition to its My Advice Architect technology program that provides advisors with flexibility…
October 22, 2018
SEC Halts Trading in Nevada Firm Over False Crypto ClaimsThe company said it had partnered with an SEC-qualified custodian and that transactions would be done under SEC regulations.