Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
From Robo-Advisors to Brain Chips: The Future of AI
By Jane Wollman RusoffFuturist Amy Webb talks to ThinkAdvisor about how AI developments could affect everything from financial services to reproduction.
September 13, 2018
HD Vest Rolling Out Envestnet Portfolio, Other Tools for Its AdvisorsAdvisors using HD Vest's platform can now access Envestnet tools for model management, UMAs and more.
September 13, 2018
HD Vest, Envestnet Link Up on Expanded Advisor PlatformThe 3,700 affiliated advisors can access resources for model management, proposal generation, UMAs, online reporting and more.
September 11, 2018
SEC Takes Action Against Digital Token OfferingMichigan-based TokenLot LLC and its owners allegedly acted as unregistered broker-dealers in selling digital tokens, the SEC said.
September 11, 2018
AI In Wealth Management Is Looking More and More Inevitable: AiteAI will gain momentum over the next three years, Aite predicts.
September 10, 2018
Citi Seeks Credit Markets Edge With New Fintech Investment GroupThe venture will focus on technologies related to trading infrastructure, data analysis, artificial intelligence and machine learning.
September 10, 2018
6 Economic Predictions for Next 5 Years: Northern TrustPolicy disruptions due to political swings and "stuckflation" all figure into Northern Trust's forecast.
September 07, 2018
Oranj and Redtail Join Up to Improve Advisor EfficiencyThe integration unites Redtail's CRM with Oranj's free wealth management platform that will reduce costs and redundancies.