Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Tech Integration Takes Main Stage
By Timothy WelshAiming to relieve the key "pain points" for advisors, TD Ameritrade's Veo Open Access has become a needed balm.
August 24, 2018
SEC Quashes More Bitcoin ETF Pitches in Another Blow to CryptoThe SEC blocked ETFs from ProShares, GraniteShares and Direxion on concern prices could be vulnerable to manipulation.
August 21, 2018
Chinese Investor Devotes Fortune to Unlock the Human BrainTianqiao Chen is backing basic research that could, eventually, help lead a cure for Alzheimer's disease and Parkinson's disease.
August 21, 2018
JPMorgan Offers Free Trades as Fight for Retail Investors BuildsShares of TD Ameritrade, Charles Schwab decline after bank says it will offer 100 free trades in first year, free research.
August 13, 2018
Chinese Insurer May Acquire Jackson National's Asian SiblingPing An would buy the Asian business from Prudential PLC of the United Kingdom.
August 12, 2018
How to Keep Your Firm Running Smoothly During Employee VacationsClearly defined processes don't care who performs them.
August 12, 2018
Patent Owners Fight War Over Smartphone Blood Sugar SensorsInsurance coverage for diabetes monitoring aids is helping to power the boom.
August 08, 2018
4 Ways to Boost Your Human Touch (and Stay Ahead of Robos)While using technology is helpful, advisors can succeed most by investing their time and talents in clients relationships.