Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
T3 Event Shows How Advisors Can Keep Robots at Bay
By Timothy WelshThe technology conference showcased innovation focused on cybersecurity, AI and more from the biggest and brightest names in the business.
November 28, 2018
Why Tech Should Still Be a Long-Term HoldingRic Edelman and others weigh in on the role of technology across companies, industry sectors and global markets, making it a must for portfolios.
November 28, 2018
What's Inside the SEC's Best Execution Risk AlertAdvisors often don't realize that best execution requirements have many facets, all of which are worth a careful review.
November 27, 2018
Broadridge Launches Site to Manage Shareholder Report DeliveryThe site will aid brokers in sending shareholder reports electronically, as allowed under an SEC rule enacted this year.
November 27, 2018
BlackRock's Envestnet Deal Is a Big Win, Analysts SayThere are three ways the 5% stake could boost Envestnet, according to equity analysts, who also describe how BlackRock stands to gain.
November 26, 2018
4 Easy Ways Advisors Can Add More Personality to Their MarketingEverything that you create and share should have an element of you in it.
November 26, 2018
Regulators Sending 'Mixed Signals' About Crypto Regs: SEC's PeirceThe SEC can also "do a better job at explaining how and why we make decisions and what those decisions mean" to investors, Peirce said.
November 19, 2018
SEC, Massachusetts Settle Charges With ICO Issuer AirfoxThe SEC also settled with another issuer, Paragon, for not registering its ICOs pursuant to the federal securities laws.