Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
SEC Halts Trading in Nevada Firm Over False Crypto Claims
By Elizabeth FestaThe company said it had partnered with an SEC-qualified custodian and that transactions would be done under SEC regulations.
October 19, 2018
New 'Red Flag' Tools Launched to Curb Cyber RisksEntreda's news follows a $1 million settlement reached by Voya Financial Advisors with the SEC over cybersecurity failures and compromised client personal data.
October 19, 2018
Start With a Risk Number, End With New Clients: Snappy KrakenSnappy Kraken creates an automated lead-gen campaign for Riskalyze users.
October 18, 2018
YCharts Rolls Out Model Portfolio Feature to Its 4,000 UsersCompany also reports finding success through a "Trojan horse" marketing strategy.
October 17, 2018
Top 6 Trends in Wealth Management: Chip RoameFor one thing, the boomers aren't going anywhere anytime soon.
October 17, 2018
Hearsay's New Tool Boosts Texting, Mobile Capabilities for AdvisorsCEO Clara Shih tells ThinkAdvisor how Hearsay is helping advisors turn their phones into "smart work systems."
October 16, 2018
Fidelity Launches Integration XChange on Wealthscape PlatformThe offering provides advisors a flexible way to build tailored technology platforms by accessing third-party tools in one place.
October 15, 2018
TD Ameritrade Now Educating Investors With VRThe virtual reality tool is intended to show investors what stock and options exchanges, as well as a Bitcoin mine, are really like.