Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
SEC's EtherDelta Decision Could Be Fodder for Court Actions
By Melanie WaddellThe SEC's Nov. 8 ruling could prompt "a well-funded party" to ultimately challenge the SEC.
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."
October 31, 2018
Pershing Expands Access to Managed Accounts SolutionManaged360 is fully integrated within Pershing's technology platform and comes on the heels of its ManagedConnect rollout.
October 30, 2018
5 Ways to Reap the Benefits of Technological Change: PGIMA new paper suggests that investors should rethink their approach in response to recent technological disruption.
October 30, 2018
The Top Reason Your Online Marketing Isn't Getting ResultsYou can't just launch a new website, auto-post to social media and expect results. Here's what actually works.