Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Wells Fargo Puts Execs on Leave Amid Regulatory Probes
By Hannah LevittChief administrative officer, chief auditor have begun leave; the two executives were also removed from operating committee.
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.
October 22, 2018
Goldman Moves Digital Bank to Wealth Unit in Expansion BidWhile the unit, Marcus by Goldman, currently offers only personal loans and deposit accounts, it has ambitions to expand.
October 22, 2018
4 Key Steps for Estate Planning With CryptocurrenciesTo ensure that clients' digital assets are passed on to heirs and beneficiaries, advisors should review and take these important measures.
October 19, 2018
New 'Red Flag' Tools Launched to Curb Cyber RisksEntreda's news follows a $1 million settlement reached by Voya Financial Advisors with the SEC over cybersecurity failures and compromised client personal data.
October 19, 2018
Start With a Risk Number, End With New Clients: Snappy KrakenSnappy Kraken creates an automated lead-gen campaign for Riskalyze users.