Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
TD Ameritrade, E-Trade Clients Can Now Check Portfolios With Google Assistant
By Janet Levaux"RIAs don't need to pick up a device, stand in one place or use a keyboard," Dani Fava of TD Ameritrade Institutional says.
August 27, 2019
XY Planning Network Announces Fintech FinalistsMichael Kitces, cofounder of XYPN and Bill Winterberg of FPPad will be part of panel reviewing the six finalists' offerings at the September conference.
August 22, 2019
3 Hot Trends in RIA TechnologyThe right technology can help you build scale, not just automate existing processes.
August 22, 2019
FIDx to Offer Ebix Annuity Marketplace TechnologyFIDx launched its Ix insurance exchange program in June.
August 20, 2019
LPL Expands ClientWorks and Other Tech InitiativesThe upgrades could save advisors an hour a day, CEO Dan Arnold said.
August 16, 2019
Legendary Ex-Fraudster Frank Abagnale: How Not to Get Scammed"Think like a predator," the con artist turned antifraud consultant tells ThinkAdvisor.
August 13, 2019
Analysts Trim Envestnet Forecasts Following $100M Lawsuit, CEO's WarningLong-term prospects for company are still seen as strong despite the looming court battle.
August 13, 2019
New Funding to Help Snappy Kraken Expand Its Offerings, CEO SaysThe advisor-focused marketing technology company gets $3.5 million in a seed round investment.