Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
BNY Mellon Nabs Veteran Goldman Wealth, Tech Exec
By Janet LevauxAvi Shua was with Goldman for almost 28 years and led its global wealth management tech group since 2013.
October 01, 2018
Next Financial Launches New WebsiteThe independent broker-dealer, which serves more than 500 affiliated reps, also says more updates are planned.
September 27, 2018
Prepare Your Firm for What Lies AheadThe key to enduring as a business lies in deploying a strategy to cut through the headwinds and ride the tailwinds.
September 27, 2018
The Future Is NowLike a blast of icy water, the SS&C Deliver conference awoke advisors to a new world and showed them the need to adapt.
September 27, 2018
Debunking Two Pervasive Millennial Investor MythsEngaging millennials may not be so different after all
September 27, 2018
How to Protect Your Clients and Yourself From CybertheftMost people are worried about cybersecurity, and advisors can help make sure their money is safe.
September 27, 2018
Do You Recognize These 3 Cyberscams?This month brings forth the importance of cybersecurity; here are three ways fraudsters have successfully stolen money.
September 27, 2018
Editor's Note: Getting It RightAs Nicholas Arreola of CLS Investments explains, with technology widening its influence in financial services, advisors are discovering that managing client behavior can be their magic wand.