Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Ladenburg Thalmann Hosts Fintech Summit for Advisors, Innovators
By Janet LevauxBy bringing entrepreneurs and advisors together, the firm hopes to speed up the development and rollout of technology at its five broker-dealers.
May 29, 2018
SEC Busts ICO Touting Relationships With the Fed, Disney"This ICO was based on a social media marketing blitz that allegedly deceived investors with purely fictional claims of business prospects," said SEC Cyber Unit chief Cohen.
May 29, 2018
2018 Broker-Dealer Presidents PollFrom compliance issues to mobile apps, broker-dealers executives have a lot on their hands. Here's how they feel about these challenges
May 29, 2018
How an 'Outsider' Helps a Hybrid Firm GrowThe fastest-growing, most nimble and profitable advisory firms hire professional managers.
May 29, 2018
Time to Do Tech Spring CleaningNow is a good time to review your technology infrastructure
May 29, 2018
Advisors Need Critical Mass to ThriveAdvisory firms can become self-sustaining if they reach a certain size.
May 25, 2018
Advisors Not Feeling Fintech Love Yet: Hearsay's ShihAdvisors spend way too much time on menial tasks that could be aided by technology, Shih says.
May 24, 2018
How Technology Facilitates Compliance Programs: PwCCompanies with effective compliance programs are optimistic and innovative and are building a risk culture.