Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Merrill Advisors Drop Reuters for FactSet Market Data
By Janet LevauxThe nearly 15,000 advisors, who have average yearly fees & commissions of about $1 million, will make the switch in the fourth quarter.
July 30, 2018
Advisor to Pro Athletes Shares the Secret to His SuccessEszylfie Taylor tells ThinkAdvisor about working with celebrity clients, developing an app and "prospecting up."
July 30, 2018
10 Issues to Resolve So You Can Succeed at Seminar MarketingThere are hurdles to overcome when hosting these events, but the effort can prove worthwhile for financial advisors.
July 30, 2018
Let's Separate the Noise From the NewsHere are three hot topics that won't really matter this year — and two that could derail the bull market.
July 26, 2018
Oranj Adds Pimco, WisdomTree to 'Free' Investing PlatformUsers of software firm's "freemium" wealth management platform now have access to 56 model portfolios and 542 mutual funds and ETFs.
July 25, 2018
Taking the Mystery Out of Blockchain InvestingA blockchain-focused portfolio is a global, diversified growth play.
July 25, 2018
Ladenburg Thalmann Invests in Tax-Automation FirmAccording to the firm, which owns Securities America and other BDs, this move is tied to its recently launched Innovation Lab program.