Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Hearsay's New Tool Boosts Texting, Mobile Capabilities for Advisors
By Janet LevauxCEO Clara Shih tells ThinkAdvisor how Hearsay is helping advisors turn their phones into "smart work systems."
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."
October 10, 2018
Stock Trading App Robinhood Introduces In-House Clearing SystemThe new system will enable Robinhood to custody all customer assets.
October 10, 2018
New Challenge for Wealth Managers: Ramping Up Your Digital QuotientA true digital transformation generally requires not only technology but a culture that supports new ways of thinking