Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Merrill Edge Exec: What New Technology Means for Clients
By Janet LevauxIn an interview with ThinkAdvisor, Aron Levine highlights the thinking behind Merrill Edge's DIY platform, robo offering and virtual assistant.
October 30, 2017
Algorithms & Beyond: Technology Helps Uncover Potential PE DealsPrivate equity is finally stepping up its tech game, helping smaller firms compete.
October 23, 2017
Hearsay Acquires Mast Mobile to Strengthen Its Texting PlatformHearsay will apply Masts technology to advance its Hearsay Messages text-based client outreach solution.
October 18, 2017
Would Blockchain Have Blocked Wells Fargo’s Misconduct?An MIT professor and others said blockchain could have made it easier to see that the accounts were fake, but would that have been enough?
October 02, 2017
Partner and Vendor Decisions: Do’s & Don’tsDO clarify in writing the purpose and ideal outcomes of any changes you are considering. DONT settle for an IT partner that never speaks your language.
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.