Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
New 'Red Flag' Tools Launched to Curb Cyber Risks
By Janet LevauxEntreda's news follows a $1 million settlement reached by Voya Financial Advisors with the SEC over cybersecurity failures and compromised client personal data.
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.
October 15, 2018
Orion Users Now Can Use FinMason's 5-Minute Financial PlanFinMason CEO Kendrick Wakeman says integration places advisors "80% of the way" to what full-blown financial planning software provides.
October 15, 2018
Gary Cohn Joins Blockchain StartupBoard of Spring Labs includes Sheila Bair of FDIC and Capital One's Morris; firm uses blockchain tech to share consumer credit data.
October 12, 2018
State Enforcement Actions Spark Jump in Jail TimeState securities regulators brought enforcement actions last year resulting in 1,985 years of prison time and probation, a 47% increase over the prior year.