Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Schwab's Tech Pivot Is All the Buzz, but …
By Janet LevauxDoes the move away from a multi-custodial, cloud-based portfolio tool mean the firm is "throwing in the towel?"
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.
August 28, 2018
When Owners Are Also EmployeesEffective financial management requires an honest accounting of all who work in the firm.