Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Want New Clients in Your Neighborhood? Consider SmartAdvisor
By James J. GreenOnline tool provides vetted client prospects with geo-targeted advisors, without a long-term commitment.
March 08, 2018
The Technophobic Advisor's Guide to Picking the Right TechIf you got into this business because you love helping people — not because you love technology — the pressure around tech can feel overwhelming.
March 07, 2018
SEC: Digital Assets Trading Platforms Must RegisterSEC has been signaling that token trading platforms would be scrutinized to determine whether they were in violation of exchange or broker registration provisions, says attorney Morgan.
March 07, 2018
S&P Global to Buy Fintech Firm Kensho for $550MThe startup is a Wall Street darling, say S&P executives, thanks to its smart platforms, complex algorithms and artificial-intelligence abilities.
March 06, 2018
Morgan Stanley Wealth Taps New Tech Exec After DepartureSal Cucchiara takes over from Chris Randazzo, who is joining former colleague Greg Fleming at Rockefeller Capital.
March 05, 2018
LPL Delays Death of BranchNet, but Upgrades New PlatformAs the independent broker-dealer makes a tech switch, its advisors react to how plans are being tweaked.
February 27, 2018
How to Win the Man vs. Machine Advice GameAs the pace of technology disrupts financial services, experts speaking at industry conferences share ways advisors and clients can adapt in both the short and long term.
February 27, 2018
Steps to Prevent Online Fraud, Attacks in 2018New cybersecurity vulnerabilities mean advisors need to be even more vigilant this year