Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
First Ascent Bets Big on $500 Flat-Fee Portfolios
By Jane Wollman RusoffCEO Scott MacKillop tells ThinkAdvisor how he took a page from robos to try and beat them at their own game.
March 29, 2018
Lincoln Financial Aims to 'Fully Digitize' Financial Planning: ExecPresident David Berkowitz explains why the firm is updating its 2017 platform and working on a 2019 rollout that will include a robo offering.
March 29, 2018
Advisors Are Doing Videos Wrong. Here's a Recipe for SuccessA good 'nurture campaign' that includes video will work for you 24/7, even when you're not there to do the selling yourself.
March 27, 2018
Push to Reform, Update IRS Advances in House'The IRS still has 1960s systems from the Kennedy administration,' according to Rep. Lynn Jenkins.
March 27, 2018
Galvin Halts 5 Firms' ICO Sales in MassachusettsThe Massachusetts-based firms were selling and promoting unregistered securities in the form of virtual coin offerings, Galvin says.
March 16, 2018
NaviPlan Upgrade Boosts 'Advisor Gamma': ExecAdvisors need better financial planning software to compete against robos — and the no-longer-slumbering big banks, says Advicent COO Tony Stich.
March 16, 2018
Want New Clients in Your Neighborhood? Consider SmartAdvisorOnline tool provides vetted client prospects with geo-targeted advisors, without a long-term commitment.
March 14, 2018
The Critical Question Regulators Need to Answer About CryptocurrencyThe SEC and CFTC need to determine what makes a crypto token a commodity or a security, lawmakers say.