Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Orion-Brinker Deal Is Done (Already)
By Jeff BermanIt was "beneficial to both firms to get it done as quick as possible and move forward," Joel Bruckenstein said.
September 23, 2020
4 'Must Watch' Megatrends in Wealth ManagementThe pandemic might have accelerated some of these moves, but the industry was already headed there.
September 17, 2020
Edward Jones Poured $500M Into Tech. Here's What It's Offering Advisors.The firm is rolling out new tools including an advisor-client matchmaking app, tech chief Frank LaQuinta told ThinkAdvisor.
September 17, 2020
Fidelity Enhances Integration Xchange: Tech RoundupAlso, Oppenheimer teams with the fintech firm InvestCloud.
September 09, 2020
Cambridge to Make Advisor Tech 'Cloud Native'The 3,500-advisor BD is working toward "a limited demo for review" later this year, said one executive.
September 04, 2020
Schwab, Vanguard, Other Platform Glitches Unrelated to Apple, Tesla Splits, Firms SaySeveral major trading platforms experienced outages and other problems on the day of the stock splits.
August 27, 2020
5 Big Advisor Problems Being Solved Through Tech: BroadridgeAccelerated tech adoption is a silver lining of the pandemic, Fred Duden of Broadridge tells ThinkAdvisor.
August 26, 2020
How the Top BDs of 2020 Got Ahead of the PandemicLeaders of four broker-dealers explain what continuity, technology and other steps prepared their firms for remote work.