Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Trends, Tech in Focus at Pershing Insite
By Bernice Napach | Janet LevauxMeanwhile, Dynasty Financial rolls out an enterprise group to help partner firms with $1 billion-plus in client assets.
June 22, 2018
Firms See the Benefits of AI but Also the Obstacles: SurveyA Broadridge survey found that obstacles include questions about data availability, quality and standardization as well as business justification and cost.
June 15, 2018
LPL, in Surprise Move, Adds Blockchain Strategy to SMA PlatformThe move by the independent broker-dealer is earning it varied reviews by industry insiders Michael Kitces and Tim Welsh.
June 14, 2018
These Easy-to-Use Technologies Can Transform Your Client Service: Bill WinterbergAt Pershing Insite, Winterberg and other tech experts discussed some service-boosting technologies and how to integrate them.
June 11, 2018
How an Ex-Customer's Complaint Shook Up SchwabCEO Walt Bettinger once asked customers why they were leaving Schwab, and one answer really stuck with him.
June 11, 2018
Actor Wants to Replace Sports Gambling With Investing"A Christmas Story" and "Transformers" actor Zack Ward has a new audience: the SEC, whose approval he is seeking for an investing platform.
June 07, 2018
Envestnet Plans to Offer RIAs Insurance OptionsAdvisors will have access to products for tax deferral, guaranteed income, principal protection and estate planning.
June 07, 2018
4 Trends Transforming the Advisory IndustryLisa Dolly, CEO of BNY Mellon's Pershing, tells the Insite audience what they need to prepare for.