Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
New Concierge Service Helps Advisory Firms With Cybersecurity
By Ginger SzalaEntreda's add-on for clients using Unified software provides 24/7 personal service.
March 06, 2019
7 Elements to Driving Organic GrowthA firm's ability to grow organically, regardless of market conditions, is crucial to its success.
March 06, 2019
TD Ameritrade Institutional Increases Offerings for Emerging RIAsAdvisors on the platform will see more technology, education and service offerings.
March 05, 2019
Cetera Adds AdvicePay Technology to Its Advisor PlatformThe new offering will enable clients to pay for advice without first opening an investment account.
February 28, 2019
Downside of Technology for Advisors: Increased CybercrimeA GlobalData study looks at how cybercrime has grown as a result of the digitization of the business, and how advisors are responding.
February 27, 2019
Rep. Waters Floats Draft Bill to Rein In Credit Reporting Cos."To credit reporting bureaus, consumers aren't consumers. They are commodities," Waters said during the lengthy Tuesday hearing.
February 26, 2019
Orion to PortfolioCenter Users: Try Us for Free!After Envestnet's move to buy PortfolioCenter from Schwab, the battle for clients of RIA portfolio-accounting tools is on.
February 26, 2019
Ensemble or Solo Practice? How it Impacts Technology SolutionsHow your firm is structured certainly impacts what technology solutions are selected and rolled out.