Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Don't Be a Delusional Advisor
By Patrick A. SweenyThese three strategies can help prevent you and your practice from getting stuck in a time warp.
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.
August 24, 2018
It's Getting Harder to Pump Up Prices in Cryptocurrency MarketsAt least that appears to be the case when you look at Tether.
August 24, 2018
SEC Quashes More Bitcoin ETF Pitches in Another Blow to CryptoThe SEC blocked ETFs from ProShares, GraniteShares and Direxion on concern prices could be vulnerable to manipulation.