Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Hearsay Acquires Mast Mobile to Strengthen Its Texting Platform
By Emily ZulzHearsay will apply Masts technology to advance its Hearsay Messages text-based client outreach solution.
October 02, 2017
A Look at Merrill's MojoFrom MyMerrill.com to its online investment service Merrill Edge, Bank of America-Merrill Lynch says it is introducing changes to boost how clients and advisors interact with it via information technology.
October 02, 2017
Making the Right Tech MovesIf youre making a living giving financial advice to clients, youre probably overestimating how much better you are than a computer program.
October 02, 2017
Why Trust Company of America Is on Track to Double Its AssetsSeveral macro trends within the industry have contributed to the custodian's growth over the past six years.
October 02, 2017
Goldman Sachs Said to Explore Starting Bitcoin Trading VentureThe New York-based bank is in talks with cryptocurrency experts but hasnt yet formulated a business plan, a source said.
September 28, 2017
Increasing Business Value Through TechnologyBased on volumes and demographics, there should be more deals being done, however, there is often a disconnect between buyers and sellers, says Dan Seivert of ECHELON.
September 27, 2017
Bitcoin ‘More Than Just a Fad,’ Morgan Stanley CEO Gorman SaysGorman takes a more measured view on the cryptocurrency than crosstown rival Jamie Dimon of JPMorgan.
September 25, 2017
Navigating Digital Advice: A Four-Step RoadmapFidelity believes the following four steps provide a roadmap to consider when integrating digital advice into your firm.