Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Advisors Say Retirement Plan Recordkeeping Needs an Overhaul
By Michael S. FischerSponsors and advisors agree customer service, user-friendly experience and cost are critical in selecting a plan provider.
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.
September 25, 2020
Orion-Brinker Deal Is Done (Already)It was "beneficial to both firms to get it done as quick as possible and move forward," Joel Bruckenstein said.