Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Citi Seeks Credit Markets Edge With New Fintech Investment Group
By Alastair MarshThe venture will focus on technologies related to trading infrastructure, data analysis, artificial intelligence and machine learning.
September 06, 2018
Schwab's Tech Pivot Is All the Buzz, but …Does the move away from a multi-custodial, cloud-based portfolio tool mean the firm is "throwing in the towel?"
September 05, 2018
BNY Mellon Names Head of New Digital PostBNY Mellon's CEO said that the former BCG digital guru "is a digital transformation expert."
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.