Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
The 2019 Broker-Dealer Presidents Poll: Best of Times, Worst of Times
By Janet Levaux | Liana RobertsProfits are up, as are broker-dealer headcounts — while time and money spent on compliance and technology plague the business.
May 22, 2019
Broadridge Acquiring RPM Technologies to Expand Canadian PresenceThe purchase will further strengthen Broadridge's Canadian wealth management business.
May 22, 2019
Vanguard 'Building Out' Robo for AdvisorsThe firm says it is moving to give all financial advisors the ability to use its investment modeling and related technology.
May 08, 2019
Carson Group Goes All In on New Tech, Other AppsThe firm, working with partner firms that have nearly $100 billion in assets, makes the announcements during its Excell event in Chicago.
May 07, 2019
Citi Bringing Credit Card Perks Like Miles to Bank AccountsCitigroup will begin tying card rewards to checking accounts; bank hasn't kept pace with rivals in competition for deposits.
May 06, 2019
Junxure Deepens Integrations With Orion, Constant Contact: Portfolio ProductsIn other product news, FTSE Russell launched US Municipal Bond Index.
May 03, 2019
Envestnet Technology: Build-a-Bear Meets NetflixIndustry executives and consultants says the latest tools are about gamification — getting the client engaged in financial planning.
May 03, 2019
Apprise Labs Gives Advisors a Peek of New Retirement Planning SoftwareStill in development, eMoney founder Edmond Walters' new product helps advisors project savings and expenses.