Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Actor Wants to Replace Sports Gambling With Investing
By Melanie Waddell"A Christmas Story" and "Transformers" actor Zack Ward has a new audience: the SEC, whose approval he is seeking for an investing platform.
June 06, 2018
Pershing Developing New Technologies for Wealth ManagersThe technologies are designed to streamline the investor experience and help firms compete against tech upstarts.
June 05, 2018
SEC Adopts Fund E-Delivery Rule, Seeks Comment on Updating Fund DisclosuresThe new rule, SEC chief Clayton said, "significantly modernizes delivery options for fund information."
June 05, 2018
Want to Be a 401(k) Superhero to Your Small-Business Clients?Even the "father of 401(k)s" says the business has gotten too complex. He and others say they have found better small-business solutions.
June 04, 2018
LPL Elects Tech Exec Allison Mnookin to BoardShe joins fellow technology veterans Paulett Eberhart and Anne M. Mulcahy to become the third woman on the nine-member board.
May 31, 2018
Think You Can Take Client Data With You? Think AgainJohn Mackowiak of Advyzon suggests a critical step breakaway brokers and other advisors switching firms should take before they leave.
May 30, 2018
Ladenburg Thalmann Hosts Fintech Summit for Advisors, InnovatorsBy bringing entrepreneurs and advisors together, the firm hopes to speed up the development and rollout of technology at its five broker-dealers.
May 30, 2018
Principal Financial to Buy RobustWealthThe deal means advisors will have white-label resources like a digital advice platform, goals-based investment tools and new client onboarding processes.