Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Interest in Digital Tech Growing Among Wealthy Investors: Morgan Stanley Poll
By Jeff BermanBut many high-net-worth investors remain concerned about cybersecurity.
July 26, 2019
Merrill Launches Content Sharing PlatformClients of all ages are increasingly embracing the company's digital platforms, it says.
July 22, 2019
14 New Weaknesses Discovered in IRS' Security Control Systems: GAO"Weaknesses like these place IRS' systems and data at risk," GAO said.
July 17, 2019
4 Steps for Covering All the Tech BasesBefore you pick new technology to help set your advisory firm apart, step back and review your client segmentation and service model.
July 11, 2019
Orion Buys Planning Software Startup AdvizrThe deal stands to help Orion keep up with rivals including Envestnet, who bought MoneyGuidePro earlier this year.
July 09, 2019
Best & Worst BDs for Advisors: J.D. Power — 2019Average advisor satisfaction scores rose, but firms have plenty of room for improvement on the tech front.
July 08, 2019
LPL Adds Data Exec From OppenheimerFundsAshish Braganza is the BD's executive vice president of Data, Analytics and Innovation and reports to Burt White.
July 08, 2019
There's No End in Sight for the US IPO FrenzyThe second quarter was the busiest for IPOs since the third quarter of 2014.