Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Want to Be a 401(k) Superhero to Your Small-Business Clients?
By Ginger SzalaEven the "father of 401(k)s" says the business has gotten too complex. He and others say they have found better small-business solutions.
May 30, 2018
Ladenburg Thalmann Hosts Fintech Summit for Advisors, InnovatorsBy bringing entrepreneurs and advisors together, the firm hopes to speed up the development and rollout of technology at its five broker-dealers.
May 30, 2018
Principal Financial to Buy RobustWealthThe deal means advisors will have white-label resources like a digital advice platform, goals-based investment tools and new client onboarding processes.
May 30, 2018
Your Clients Can Save for College via CrowdfundingCollegeBacker.com isn't a normal college savings program; it adds crowdfunding to the process.
May 29, 2018
SEC Busts ICO Touting Relationships With the Fed, Disney"This ICO was based on a social media marketing blitz that allegedly deceived investors with purely fictional claims of business prospects," said SEC Cyber Unit chief Cohen.
May 29, 2018
2018 Broker-Dealer Presidents PollFrom compliance issues to mobile apps, broker-dealers executives have a lot on their hands. Here's how they feel about these challenges
May 29, 2018
How an 'Outsider' Helps a Hybrid Firm GrowThe fastest-growing, most nimble and profitable advisory firms hire professional managers.
May 29, 2018
Time to Do Tech Spring CleaningNow is a good time to review your technology infrastructure