Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
10 Issues to Resolve So You Can Succeed at Seminar Marketing
By Bill GoodThere are hurdles to overcome when hosting these events, but the effort can prove worthwhile for financial advisors.
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.
July 16, 2018
TD Ameritrade Announces $100,000 Fintech CompetitionRIAs want innovators' best ideas in order to better serve clients.
June 29, 2018
Global Atlantic Joins Envestnet Insurance ExchangeThe first insurance group to join will offer fixed annuities to RIAs through the Envestnet platform.