Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Indie BDs Dominate as Tech Rises and Brands Fall
By Tim WelshHow technology is giving the independent channel a decisive advantage over the traditional Wall Street brokerages.
February 09, 2018
Bruckenstein: Don’t Serve 21st Century Clients With 20th Century TechBeware of crappy portal syndrome, Joel Bruckenstein warns advisors at his T3 conference.
February 07, 2018
Ric Edelman to Advisors: Your Advice to Clients Is ‘Fatally Flawed’Edelman tells T3 attendees how to adjust their businesses for a radical new world so they wont be out of business.
February 05, 2018
Using Tech to Reach Affluent Clients of All AgesAffluent clients of all ages want their advisors to have the right digital tools to quickly facilitate their financial transactions, and its essential for advisors to step up their game and use technology to differentiate the firm.
February 02, 2018
How to Win Man vs. Machine Advice GameAt TD Ameritrade LINC, executives discuss how the firm is moving to innovate faster than rivals to support RIAs and retail clients.
February 01, 2018
Ignoring Blockchain ETFs Will Not Make Them Go AwayIts still too early for this technology to be written off by advisors as a investment fad thats waiting to whither away.
February 01, 2018
Ric Edelman: Vanguard, Other Bitcoin Deniers Will Eat Their WordsWe are seeing a lot of dumb statements out of Wall Street, the popular wealth manager said.
January 25, 2018
Ladenburg Makes New Fintech PushThe initiative includes a lab and possible strategic equity investments in third-party technology and fintech solutions providers.