Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
LPL Elects Tech Exec Allison Mnookin to Board
By Janet LevauxShe joins fellow technology veterans Paulett Eberhart and Anne M. Mulcahy to become the third woman on the nine-member board.
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
May 29, 2018
Advisors Need Critical Mass to ThriveAdvisory firms can become self-sustaining if they reach a certain size.