Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How RIAs Can Tackle Cybersecurity to Fit Their Firm Size and Growth
By Ginger SzalaRightSize Solutions offers a new centrally managed platform to meet regulatory needs and protect data.
September 11, 2018
SEC Takes Action Against Digital Token OfferingMichigan-based TokenLot LLC and its owners allegedly acted as unregistered broker-dealers in selling digital tokens, the SEC said.
September 11, 2018
AI In Wealth Management Is Looking More and More Inevitable: AiteAI will gain momentum over the next three years, Aite predicts.
September 10, 2018
Citi Seeks Credit Markets Edge With New Fintech Investment GroupThe venture will focus on technologies related to trading infrastructure, data analysis, artificial intelligence and machine learning.
September 10, 2018
6 Economic Predictions for Next 5 Years: Northern TrustPolicy disruptions due to political swings and "stuckflation" all figure into Northern Trust's forecast.
September 07, 2018
Oranj and Redtail Join Up to Improve Advisor EfficiencyThe integration unites Redtail's CRM with Oranj's free wealth management platform that will reduce costs and redundancies.
September 06, 2018
Schwab's Tech Pivot Is All the Buzz, but …Does the move away from a multi-custodial, cloud-based portfolio tool mean the firm is "throwing in the towel?"
September 05, 2018
BNY Mellon Names Head of New Digital PostBNY Mellon's CEO said that the former BCG digital guru "is a digital transformation expert."