Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Serena Williams, Quincy Jones Share Secrets of Success
By Janet LevauxThe tennis and music legends outline their methods at Inside ETFs.
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.
January 09, 2018
Dimon Says He Regrets Calling Bitcoin a ‘Fraud’JPMorgan CEO said Tuesday he thinks government intervention may eventually hamper Bitcoins growth and acceptance.
January 04, 2018
Stock Market Hits and Misses for 2017: LPLLPL counts its 2017 stock market forecast as one of its misses.