Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
HD Vest, Envestnet Link Up on Expanded Advisor Platform
By Janet LevauxThe 3,700 affiliated advisors can access resources for model management, proposal generation, UMAs, online reporting and more.
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."
September 05, 2018
4 Questions to Ask the Ultra-Wealthy ClientThese questions will help you understand their family structure and sometimes complex tech needs.
September 04, 2018
8 Best Online Brokers of 2018: KiplingerEach firm has a special strength, depending on what investors want.