Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
4 Questions to Ask the Ultra-Wealthy Client
By Robert MillerThese questions will help you understand their family structure and sometimes complex tech needs.
August 29, 2018
CFP Board to Launch New Awareness Campaign"With a CFP Professional" campaign "goes to the heart of what CFP professionals do for their clients: they give them peace of mind with a financial plan," said CEO Keller.
August 28, 2018
Morgan Creek and Bitwise Partner to Launch Crypto Index FundThe Digital Asset Index Fund will provide broad-based digital asset exposure to institutional investors.
August 28, 2018
200 Investigations Underway as Part of 'Cryptosweep': NASAAThe sweep has resulted in 47 enforcement actions involving ICOs or cryptocurrency-related investment products, NASAA reports.
August 28, 2018
Vanguard's Robo Tops New RankingBackend Benchmarking's new ranking report evaluated several of the top robo-advisors.
August 28, 2018
When Owners Are Also EmployeesEffective financial management requires an honest accounting of all who work in the firm.
August 28, 2018
Tech Integration Takes Main StageAiming to relieve the key "pain points" for advisors, TD Ameritrade's Veo Open Access has become a needed balm.
August 28, 2018
How Do You Shop for New Technology?Industry conferences are a great place to scope out technology demos as well as get updates on your current system.