Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Do You Know the Changes in Stock Sector Classifications?
By Bernice NapachSome massive shifts took place in late September re-categorizing big-name stocks — and ETFs — which most likely will affect client portfolios.
October 25, 2018
How to Break Up With Your Technology VendorIf you are frustrated with your technology provider, here's how to work out the separation agreement.
October 25, 2018
UBS Wealth to Make Biggest Tech Overhaul Since Paine WebberThe wirehouse is working with Broadridge to revamp back-office functions and streamline management of multiple accounts for ultra-wealthy clients.
October 25, 2018
Wells Fargo Puts Execs on Leave Amid Regulatory ProbesChief administrative officer, chief auditor have begun leave; the two executives were also removed from operating committee.
October 25, 2018
Digital Tools Boost Client Engagement: CerulliThey will allow advisors to spend more and more time on client-facing activities, Cerulli says.
October 24, 2018
`Alexa, Buy Tilray Shares': TD Ameritrade Gets Voice PurchasesCEO says Tim Hockey says the brokerage will allow trades with Amazon Alexa.
October 23, 2018
TD Ameritrade Profits Soar, RIA Technology Remains Priority: Q3 Earnings"The more we can automate, the more time advisors can spend with their clients," according to CEO Tim Hockey.
October 23, 2018
Cetera Beefs Up Tech PlatformCetera Financial Group has launched the Advisor II program, an addition to its My Advice Architect technology program that provides advisors with flexibility…