Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
What's in Your Technology Report Card?
By Dan SkilesAdvisors are in the business of measurement, so they also should ask users to grade how well firm technology systems perform.
July 30, 2018
Let's Separate the Noise From the NewsHere are three hot topics that won't really matter this year — and two that could derail the bull market.
July 26, 2018
Oranj Adds Pimco, WisdomTree to 'Free' Investing PlatformUsers of software firm's "freemium" wealth management platform now have access to 56 model portfolios and 542 mutual funds and ETFs.
July 25, 2018
Taking the Mystery Out of Blockchain InvestingA blockchain-focused portfolio is a global, diversified growth play.
July 25, 2018
Ladenburg Thalmann Invests in Tax-Automation FirmAccording to the firm, which owns Securities America and other BDs, this move is tied to its recently launched Innovation Lab program.
July 18, 2018
Has the Robo-Advisor Frenzy Peaked?Most investors who open accounts with robo-advisors have more curiosity than assets.
July 16, 2018
FSR, Clearing House Association Combine to Form Bank Policy InstituteThe group, led by Brian Moynihan and Greg Baer, will produce research and data aimed at shaping policy on banks.