Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Morgan Stanley Says No Job Cuts in 2020, Fixes Tech Glitch
By Janet Levaux"Your jobs are secure" through the year, CEO James Gorman told employees, though he could offer no longer-term assurance.
March 03, 2020
Tech Headaches, Innovations and Threats in Focus at T3 EventPlus, conference host Joel Bruckenstein shares results of an advisor survey on software and other technology tools.
February 24, 2020
Lessons From 10 Years in the Tech TrenchesInvestment Advisor's columnist looks back on how much has changed over a decade and why advisors must stay alert.
February 24, 2020
How Schwab-TD Ameritrade Merger Could Impact Innovation and MoreAt the recent LINC event, participants debated changes to come for small advisory firms and their technology tools.
February 20, 2020
Motive Partners Finalizes Fiserv Deal, Plans RebrandingThe private equity firm has bought a majority stake in Fiserv's Investment Services unit and renamed it Tegra118.
February 19, 2020
LPL Says Tech Update Makes It 'Easier to Turn Prospects Into Clients'The independent broker-dealer explains how a new integration has improved its ClientWorks advisor platform.
February 19, 2020
Carson Group to Slash Tech Costs for Partner FirmsThe initiative is set to take effect April 1 for most technology costs, according to the Omaha-based company.
February 18, 2020
New RIA in a Box Open API Helps Advisors With Compliance: T3 Tech RoundupOther developments revealed at T3 include an AI-powered tech solution and an new Orion Connect interface.