Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Carson Group Sees $3B in Asset Growth for 2018
By Janet LevauxThe firm says it boosted revenues 240% in the past five years and plans more tech, other initiatives to propel growth.
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.
January 19, 2018
Set It and Forget It: 4 Reasons You Need Back-Office AutomationThe growing sophistication of the advisory business is rendering certain functions too difficult or tedious to tackle with the current models in place.
January 18, 2018
Securities America OKs Reps Texting ClientsThe independent broker-dealer is working with CellTrust, which also is partnering with Merrill Lynch.
January 11, 2018
SS&C to Buy DST Systems for $5.4BThe transaction expands SS&Cs footprint into the U.S. retirement and wealth management markets.
January 10, 2018
Digital Technologies Help the CustomersMaybe AI is coming to the annuity market because consumers need it.