Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
YCharts Rolls Out Model Portfolio Feature to Its 4,000 Users
By James J. GreenCompany also reports finding success through a "Trojan horse" marketing strategy.
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.
October 15, 2018
Gary Cohn Joins Blockchain StartupBoard of Spring Labs includes Sheila Bair of FDIC and Capital One's Morris; firm uses blockchain tech to share consumer credit data.
October 12, 2018
State Enforcement Actions Spark Jump in Jail TimeState securities regulators brought enforcement actions last year resulting in 1,985 years of prison time and probation, a 47% increase over the prior year.
October 11, 2018
Roubini: Cryptocurrencies Are the 'Mother of All Scams'Testifying before the Senate Banking Committee, Roubini also lays into blockchain and argues the "real revolution" is in fintech.
October 10, 2018
Vanguard Website Froze as Market DroppedThe fund company blames a "network connectivity issue."