Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
RIAs Lag Other Advisors in Social Media Use: Study
By Melanie WaddellBD and wirehouse reps use social media more frequently and see it as a more valuable business-building tool than do RIAs, American Century found.
November 05, 2019
Charles Schwab: 'I Hated Commissions'Schwab's chairman and founder tells Impact attendees why the company killed trading commissions and what may lie ahead.
November 04, 2019
SEC Issues Plan to Modernize RIA Ad RulesThe plan would allow for testimonials, endorsements and third-party ratings in some marketing materials.
October 30, 2019
eMoney Planning Tool Now on TD's RIA PlatformAdvisors working with TD Ameritrade Institutional can gain easy access to client statements and forms with the eMoney Vault.
October 29, 2019
Why Client Feedback Is Key for Hitting Tech GoalsDon't assume you know how clients use, or even like, your technology. Instead, ask them and adapt.
October 17, 2019
Schwab to Allow Trading of Fractional Shares: ReportThe move suggests other shifts by the brokerage firm as it seeks to add younger investors to its client base, one industry watcher says.
October 17, 2019
Start Here to Improve Your PracticeIf you want to build a top advisory firm, don't begin by focusing on exterior resources like technology.
October 16, 2019
Brokers' Use of Texting, Social Media Cited in FINRA Exam ReportSome reps have also been conducting "electronic sales seminars" on digital channels that were not permitted by their firms, FINRA said.