Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
SigFig Launches Digital Wealth Platform for Advisors
By Janet LevauxThe technology handles front-, middle- and back-office administrative tasks, including paperless onboarding of new clients.
October 26, 2018
Which Fintechs Are Gaining Ground?The fintechs that have raised the most funding to date are those that improve on a service consumers already pay for, a study finds.
October 25, 2018
Do You Know the Changes in Stock Sector Classifications?Some massive shifts took place in late September re-categorizing big-name stocks — and ETFs — which most likely will affect client portfolios.
October 25, 2018
How to Avoid Regrettable Employee LossesWhat should you do when the best people leave your company? Here are some ideas.
October 25, 2018
RIAs Are Living It Up, for NowIt's a good time to be an RIA, as the Pershing RIA Symposium highlighted. But this growth rate may not be sustainable.
October 25, 2018
How to Break Up With Your Technology VendorIf you are frustrated with your technology provider, here's how to work out the separation agreement.
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.