Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
What Is Regtech, Anyway?
By Melanie WaddellSEC Commissioner Piwowar calls the term 'ill-defined,' while Aite says the term has drawn increasing interest in the last two years.
April 03, 2018
SEC Halts 'Crypto Debit Card' ICO Touted by Floyd MayweatherThe co-founders created fake executives and falsely told investors their card was backed by MasterCard and Visa, the SEC says.
April 02, 2018
First Ascent Bets Big on $500 Flat-Fee PortfoliosCEO Scott MacKillop tells ThinkAdvisor how he took a page from robos to try and beat them at their own game.
April 02, 2018
FINRA Warns of Data Aggregation DangersWhile data aggregators can offer investors the convenience of a single snapshot of multiple financial accounts, they can also present cybersecurity,…
April 02, 2018
Shareholders Service Group Adds Riskalyze for Its RIA ClientsSSG's RIA clients will gain access to Riskalyze's automated account platform.
March 29, 2018
Lincoln Financial Aims to 'Fully Digitize' Financial Planning: ExecPresident David Berkowitz explains why the firm is updating its 2017 platform and working on a 2019 rollout that will include a robo offering.
March 29, 2018
Advisors Are Doing Videos Wrong. Here's a Recipe for SuccessA good 'nurture campaign' that includes video will work for you 24/7, even when you're not there to do the selling yourself.
March 27, 2018
Push to Reform, Update IRS Advances in House'The IRS still has 1960s systems from the Kennedy administration,' according to Rep. Lynn Jenkins.