Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Microsoft, BlackRock Partnering on Retirement Platform
By Bernice NapachThe two companies are "exploring next generation solutions" to help people save for retirement and collect lifetime income.
December 11, 2018
Envestnet Upgrades Platform to Enhance Client RelationshipsAn improved Yodlee user experience is among the announced enhancements.
December 11, 2018
Morgan Stanley Teams With Yext to Boost Advisor Search Traffic, Digital PresenceThe platform also syncs with AI-equipped voice assistants and chatbots that answer questions about advisors to prospects and clients.
December 10, 2018
SEC's Clayton Says Companies' Awareness of Cyber Threats Is GrowingCompanies are looking beyond cyberattack prevention to better protection and smarter collection of data, Clayton says.
December 06, 2018
Folio Rolls Out Robo Platform for Advisors, InvestorsThe technology allows for goals-based financial planning and specialized portfolio building.
December 05, 2018
TD Ameritrade Teams With WeChatTD Ameritrade will offer investor education, financial market updates and research to retail investors via the platform.
December 05, 2018
TD Ameritrade Launches Tech Awards With a TwistAt TDAI LINC, Innovation Quest will recognize, and help fund, apps that can "transform" RIAs' practices.
December 04, 2018
Treasury Official Gives Cold Shoulder to Raising SAR ThresholdSenators held their fourth hearing this year on potential Bank Secrecy Act reforms.