Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
It's Getting Harder to Pump Up Prices in Cryptocurrency Markets
By Matthew LeisingAt least that appears to be the case when you look at Tether.
August 21, 2018
JPMorgan Offers Free Trades as Fight for Retail Investors BuildsShares of TD Ameritrade, Charles Schwab decline after bank says it will offer 100 free trades in first year, free research.
August 13, 2018
Chinese Insurer May Acquire Jackson National's Asian SiblingPing An would buy the Asian business from Prudential PLC of the United Kingdom.
August 12, 2018
How to Keep Your Firm Running Smoothly During Employee VacationsClearly defined processes don't care who performs them.
August 12, 2018
Patent Owners Fight War Over Smartphone Blood Sugar SensorsInsurance coverage for diabetes monitoring aids is helping to power the boom.
August 08, 2018
4 Ways to Boost Your Human Touch (and Stay Ahead of Robos)While using technology is helpful, advisors can succeed most by investing their time and talents in clients relationships.
August 06, 2018
Merrill Advisors Drop Reuters for FactSet Market DataThe nearly 15,000 advisors, who have average yearly fees & commissions of about $1 million, will make the switch in the fourth quarter.
August 02, 2018
SEC's New Crypto Czar Wants Coin Industry to Step Out of ShadowsValerie Szczepanick tries to get firms to talk to regulators; a key challenge is Bitcoin enthusiasts' distrust of government.