Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
LPL Advisors to Get Slack Messaging Tools
By Jeff BermanThe new messaging system will make it easier for advisory team members to communicate wherever they are, LPL says.
August 13, 2020
Seven Group to Roll Out New Feature for Advisors: Tech RoundupAlso, SS&C expanded Black Diamond integrations with Schwab.
August 10, 2020
Nasdaq Valuations Say You'll Be Stuck at Home for a Long TimeIndex's price-earnings ratio tops 36 for first time since 2004, with technology at the core of enabling a touchless world.
August 06, 2020
What to Make of Schwab-TD Ameritrade Integration PlansSchwab says it will adopt some technology from TD Ameritrade, but tech experts raise questions about how that will play out for RIAs.
July 30, 2020
3 Tips for Advisors to Improve Their MarketingThe CEO of marketing tech firm Snappy Kraken presents some ideas.
July 29, 2020
Salesforce Buys Stake in Hearsay, 'Doubling Down' on Financial ServicesSalesforce and Hearsay team up to help firms record and track all advisor-client communications, Hearsay CEO Clara Shih tells ThinkAdvisor.
July 28, 2020
Pandemic Has Changed Advisor–Client Communications for the Long HaulMost clients who say communications with their advisors have changed want to keep those changes when the pandemic ends, Broadridge reports.
July 27, 2020
Schwab Names 2 New Board MembersOne recently was COO of Fidelity National Information Services' global financial solutions group; the other is CTO of Starbucks.