Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Digital Tools Boost Client Engagement: Cerulli
By Marlene SatterThey will allow advisors to spend more and more time on client-facing activities, Cerulli says.
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 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.
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.