Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Wealthcare Taps Industry Veteran as President
By Janet LevauxThe fintech firm aims to grow its base of 70-plus affiliated advisors and $2 billion in assets.
September 17, 2018
Schwab Expands One-Click Account AuthorizationThe move is part of Schwab's ongoing efforts to fully digitize its custody platform.
September 14, 2018
How RIAs Can Tackle Cybersecurity to Fit Their Firm Size and GrowthRightSize Solutions offers a new centrally managed platform to meet regulatory needs and protect data.
September 13, 2018
HD Vest Rolling Out Envestnet Portfolio, Other Tools for Its AdvisorsAdvisors using HD Vest's platform can now access Envestnet tools for model management, UMAs and more.
September 13, 2018
HD Vest, Envestnet Link Up on Expanded Advisor PlatformThe 3,700 affiliated advisors can access resources for model management, proposal generation, UMAs, online reporting and more.
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.