Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
E-Trade May Be Close to Launching Cryptocurrency Trading
By Julie VerhageThe brokerage giant will offer Bitcoin and Ethereum trades; service will compete with startups like Coinbase and Robinhood.
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.
April 09, 2019
New Software Service for Advisors Drops Monthly PriceThe news from Chalice Financial comes less than two weeks after Schwab rolled out a monthly subscription plan for investors.
April 08, 2019
Almost All Advisors Are Using Social Media: SurveyNinety-eight percent use social networks for business and/or personal purposes, including 83% that use them for business purposes, according to a Putnam Investments survey.
April 01, 2019
Ex-SEC Commissioner Paredes Has an 'Appetite for Disruption'Paredes chatted with ThinkAdvisor's Melanie Waddell about fintech and regulation.