Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Why Tech Should Still Be a Long-Term Holding
By Bernice Napach | Emily ZulzRic Edelman and others weigh in on the role of technology across companies, industry sectors and global markets, making it a must for portfolios.
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.
November 16, 2018
Advisor Group Rolls Out Digital Onboarding SystemThe firm says eQuipt will cut account-opening time in half for its 6,800 reps.
November 15, 2018
Schwab Quietly Provides a Welcome Mat for Smaller AdvisorsJalina Kerr's service group is happy to serve the needs of RIAs with less than $100M in AUM.
November 15, 2018
Commonwealth Rolls Out New Financial Planning Tools With RightCapitalAdvisors can show client goals in new ways that run "the full gamut of planning from simple to advanced," according to one executive.