Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Pershing Developing New Technologies for Wealth Managers
By Bernice NapachThe technologies are designed to streamline the investor experience and help firms compete against tech upstarts.
June 04, 2018
LPL Elects Tech Exec Allison Mnookin to BoardShe joins fellow technology veterans Paulett Eberhart and Anne M. Mulcahy to become the third woman on the nine-member board.
May 31, 2018
Think You Can Take Client Data With You? Think AgainJohn Mackowiak of Advyzon suggests a critical step breakaway brokers and other advisors switching firms should take before they leave.
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