Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
10 Ways to Raise Your Visibility on LinkedIn
By Bryce SandersYou can modernize your prospecting pipeline in the time you once would have spent commuting.
October 21, 2020
Envestnet Adds 3 Premium Features to Its Plan Analytics Tool for AdvisorsAccess to the premium features will cost $600 a year.
October 16, 2020
How New Tech Can Really Help Advisors: CerulliMore tech adoption can provide greater efficiency and improve productivity, Cerulli says.
October 15, 2020
Schwab Won't Say Which TD Ameritrade Platform Features It Will KeepThe company's head of Digital Advisor Solutions spoke Thursday about the combined RIA platform.
October 13, 2020
Ric Edelman's Crypto Council Buys Events Group, Names Inside ETFs Co-Founder PresidentThe RIA Digital Assets Council has acquired JV Events Group and plans to hold a virtual conference in March.
October 08, 2020
SEI Launches Investor Tax Savings Report for Advisors: Tech RoundupAlso, Advisor Group enhances its MyCMO marketing platform and JPMorgan teams with 55ip.
October 07, 2020
SEC Slaps BD for Text Message SnafusThe firm was fined $100,000 for failing to retain business-related messages.
October 01, 2020
How Long Will the 'Massive' Schwab-TD Ameritrade Tie-Up Take?The deal is all but done. Now comes the hard part.