Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Ric Edelman to Cut Ties With Bitwise
By Melanie WaddellEdelman wants to avoid potential conflicts of interest with his clients that could arise in the future.
February 05, 2019
10 Wealth Management Trends in 2019: AiteInvestment advisors and wealth managers must prepare for the future, because it is here.
February 04, 2019
Innovation Is Top Focus at TD Ameritrade National LINC EventAlong with TD execs, headliners include Ron Carson and Ric Edelman.
February 01, 2019
Stock Exchanges Fire CAT Contractor After DelaysFINRA is said to be taking control of the Consolidated Audit Trail project.
January 31, 2019
LPL Rolls Out AdvisoryWorld Proposal Tool"We see this as a blowout, not just a touchdown," said LPL's Burt White.
January 31, 2019
Court Ruling Extending SEC's Fraud Reach May Push More ICOs OffshoreIf most of the buyers of a security are located outside the U.S., do federal securities laws apply?
January 31, 2019
Women in WealthTech: Pamela R. Ellis of Bank of America-Merrill LynchThe Investment & Banking Solutions Technology Executive shares her views on everything from what keeps her up at night to her favorite apps.
January 31, 2019
Women in WealthTech: Cynthia Jane Buckler of Wells FargoThe Chief Information Officer/Executive Vice President of Wealth and Investment Management Technology shares her views on everything from what keeps her up at night to her favorite apps.