Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
TD Ameritrade Adds AI-Based Learning Platform
By Janet LevauxThe platform will give clients tailored content based on their online behavior.
October 03, 2018
TD Ameritrade Invests in Digital Currency ExchangeThe firm shares the news less than a year after it started selling Bitcoin futures to some retail clients.
October 03, 2018
BNY Mellon Nabs Veteran Goldman Wealth, Tech ExecAvi Shua was with Goldman for almost 28 years and led its global wealth management tech group since 2013.
October 01, 2018
Schwab: Quarter of Americans Would Automate FinancesFor most consumers, however, access to a person was essential.
October 01, 2018
United Capital's FinLife Partners Passes Growth MilestoneThe white-label platform also announced a new integration with Redtail.
October 01, 2018
Next Financial Launches New WebsiteThe independent broker-dealer, which serves more than 500 affiliated reps, also says more updates are planned.
September 27, 2018
Prepare Your Firm for What Lies AheadThe key to enduring as a business lies in deploying a strategy to cut through the headwinds and ride the tailwinds.
September 27, 2018
The Future Is NowLike a blast of icy water, the SS&C Deliver conference awoke advisors to a new world and showed them the need to adapt.