Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Oranj and Redtail Join Up to Improve Advisor Efficiency
By Ginger SzalaThe integration unites Redtail's CRM with Oranj's free wealth management platform that will reduce costs and redundancies.
September 05, 2018
4 Questions to Ask the Ultra-Wealthy ClientThese questions will help you understand their family structure and sometimes complex tech needs.
September 04, 2018
8 Best Online Brokers of 2018: KiplingerEach firm has a special strength, depending on what investors want.
August 29, 2018
Don't Be a Delusional AdvisorThese three strategies can help prevent you and your practice from getting stuck in a time warp.
August 29, 2018
CFP Board to Launch New Awareness Campaign"With a CFP Professional" campaign "goes to the heart of what CFP professionals do for their clients: they give them peace of mind with a financial plan," said CEO Keller.
August 28, 2018
Morgan Creek and Bitwise Partner to Launch Crypto Index FundThe Digital Asset Index Fund will provide broad-based digital asset exposure to institutional investors.
August 28, 2018
200 Investigations Underway as Part of 'Cryptosweep': NASAAThe sweep has resulted in 47 enforcement actions involving ICOs or cryptocurrency-related investment products, NASAA reports.
August 28, 2018
Vanguard's Robo Tops New RankingBackend Benchmarking's new ranking report evaluated several of the top robo-advisors.