Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How to Win Man vs. Machine Advice Game
By Janet LevauxAt TD Ameritrade LINC, executives discuss how the firm is moving to innovate faster than rivals to support RIAs and retail clients.
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.
January 25, 2018
Carson Group Sees $3B in Asset Growth for 2018The firm says it boosted revenues 240% in the past five years and plans more tech, other initiatives to propel growth.
January 25, 2018
Carson Group Sees $3B in Asset Growth for ’18The firm says it boosted revenues 240% in the past five years and plans more tech and other initiatives to propel growth.
January 24, 2018
Serena Williams, Quincy Jones Share Secrets of SuccessThe tennis and music legends outline their methods at Inside ETFs.
January 22, 2018
Hearsay Adds Tools for Client Outreach, Content MarketingThe new capabilities are intended to help advisors and their compliance staffs with "high-touch" tasks.
January 22, 2018
How Advisors Can Use Tech to Serve Aging Clients: MIT AgeLabTech-driven longevity solutions will be a key way for advisors to differentiate themselves while helping clients age more independently.
January 19, 2018
ETF Bargain Hunters Buy $584 Million of Fidelity FundsIt looks like a big ETF investor went out bargain hunting and picked up some sector funds on the cheap.