Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Goldman Moves Digital Bank to Wealth Unit in Expansion Bid
By Sridhar NatarajanWhile the unit, Marcus by Goldman, currently offers only personal loans and deposit accounts, it has ambitions to expand.
October 19, 2018
Start With a Risk Number, End With New Clients: Snappy KrakenSnappy Kraken creates an automated lead-gen campaign for Riskalyze users.
October 18, 2018
YCharts Rolls Out Model Portfolio Feature to Its 4,000 UsersCompany also reports finding success through a "Trojan horse" marketing strategy.
October 17, 2018
Top 6 Trends in Wealth Management: Chip RoameFor one thing, the boomers aren't going anywhere anytime soon.
October 17, 2018
Hearsay's New Tool Boosts Texting, Mobile Capabilities for AdvisorsCEO Clara Shih tells ThinkAdvisor how Hearsay is helping advisors turn their phones into "smart work systems."
October 16, 2018
Fidelity Launches Integration XChange on Wealthscape PlatformThe offering provides advisors a flexible way to build tailored technology platforms by accessing third-party tools in one place.
October 15, 2018
TD Ameritrade Now Educating Investors With VRThe virtual reality tool is intended to show investors what stock and options exchanges, as well as a Bitcoin mine, are really like.
October 15, 2018
Orion Users Now Can Use FinMason's 5-Minute Financial PlanFinMason CEO Kendrick Wakeman says integration places advisors "80% of the way" to what full-blown financial planning software provides.