Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Advisor Group Rolls Out Digital Onboarding System
By Janet LevauxThe firm says eQuipt will cut account-opening time in half for its 6,800 reps.
November 14, 2018
SEC's EtherDelta Decision Could Be Fodder for Court ActionsThe SEC's Nov. 8 ruling could prompt "a well-funded party" to ultimately challenge the SEC.
November 13, 2018
Client Financial Info on One Sheet Is Hit With Clients, Asset-Map SaysWhen Adam Holt, founder of Asset-Map, was an advisor he found that his "clients wanted the Asset-Map religiously."
November 13, 2018
Tech Stock Selloff Roughest Since 2011The Nasdaq 100 dropped almost 3% on Monday, erasing the post-Election Day rally.
November 09, 2018
In a World of Free Products, Financial Planning Must ChangeThere's no doubt the investment business is changing. The question is how do advisors take action to adapt?
November 08, 2018
Taming Advisors' Time Crunch With Speech Recognition, DictationDragon Professional is touted to cut the time spent writing client reports while improving compliance.
November 06, 2018
FINRA Updates eFOCUS Report RequirementsThe updated electronic filing system incorporates new amendments for reported income issued by the SEC.
November 01, 2018
Tech Whiz Sebastien Taveau Joins Envestnet | YodleeEnvestnet | Yodlee brings in a heavy hitter to reinforce its mission as a "developer-first platform."