Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
TD Ameritrade's Hockey: The 'Tim Cook' of the Brokerage Business?
By Janet LevauxHockey discusses how the discount-brokerage firm is adding some powerful tech partners and maintaining a quick pace of innovation.
October 04, 2018
Ric Edelman Becomes Investor, Advisor to Crypto Firm Bitwise"There is a technological and financial revolution taking place right now with cryptocurrency that has far-reaching implications," Edelman said.
October 03, 2018
Before You Enter the Conference Exhibit Hall, Take These 4 StepsDoing some homework beforehand will help you make the most of your time at the conference.
October 03, 2018
TD Ameritrade Invests in Digital Currency ExchangeThe firm shares the news less than a year after it started selling Bitcoin futures to some retail clients.
October 03, 2018
BNY Mellon Nabs Veteran Goldman Wealth, Tech ExecAvi Shua was with Goldman for almost 28 years and led its global wealth management tech group since 2013.
October 01, 2018
Schwab: Quarter of Americans Would Automate FinancesFor most consumers, however, access to a person was essential.
October 01, 2018
United Capital's FinLife Partners Passes Growth MilestoneThe white-label platform also announced a new integration with Redtail.
October 01, 2018
Next Financial Launches New WebsiteThe independent broker-dealer, which serves more than 500 affiliated reps, also says more updates are planned.