Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How Technology Deals Are Changing the Business
By Dan SkilesWorried about how your "new" tech firm will service your solution?
April 29, 2019
E-Trade May Be Close to Launching Cryptocurrency TradingThe brokerage giant will offer Bitcoin and Ethereum trades; service will compete with startups like Coinbase and Robinhood.
April 24, 2019
Ladenburg Hires Former Cetera, Advisor Group ExecDavid Ballard will now support Securities America, Triad Advisors, Investacorp, Securities Service Network and KMS Financial Services.
April 18, 2019
LPL, Advisor Group and Merrill Tap New ExecsMeanwhile, Dynasty names a new tech chief, and two firms announce big marketing developments.
April 17, 2019
How to Be a Great COO (and Why Every Firm Needs One)Since operations are the foundation for successful advisory practices, firm owners need competent execs to ensure these processes bolster the underlying systems and help the client experience.
April 17, 2019
FINRA E-Signatures Rule Gets SEC NodFINRA will permit the use of electronic signatures for discretionary accounts, effective May 6.
April 16, 2019
FPA Drops Plan to Merge Into Single Legal EntityAfter negative feedback from members, merging the chapters is "off the table," FPA President Evelyn Zohlen says.
April 12, 2019
Orion to Restructure, Rebrand OperationsThe company plans to make a major product announcement in the fall.