Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Ric Edelman: Vanguard, Other Bitcoin Deniers Will Eat Their Words
By Janet LevauxWe are seeing a lot of dumb statements out of Wall Street, the popular wealth manager said.
January 25, 2018
Carson Group Sees $3B in Asset Growth for ’18The firm says it boosted revenues 240% in the past five years and plans more tech and other initiatives to propel growth.
January 24, 2018
Serena Williams, Quincy Jones Share Secrets of SuccessThe tennis and music legends outline their methods at Inside ETFs.
January 22, 2018
Hearsay Adds Tools for Client Outreach, Content MarketingThe new capabilities are intended to help advisors and their compliance staffs with "high-touch" tasks.
January 22, 2018
How Advisors Can Use Tech to Serve Aging Clients: MIT AgeLabTech-driven longevity solutions will be a key way for advisors to differentiate themselves while helping clients age more independently.
January 19, 2018
ETF Bargain Hunters Buy $584 Million of Fidelity FundsIt looks like a big ETF investor went out bargain hunting and picked up some sector funds on the cheap.
January 19, 2018
Set It and Forget It: 4 Reasons You Need Back-Office AutomationThe growing sophistication of the advisory business is rendering certain functions too difficult or tedious to tackle with the current models in place.
January 18, 2018
Securities America OKs Reps Texting ClientsThe independent broker-dealer is working with CellTrust, which also is partnering with Merrill Lynch.