Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Pros & Cons of LPL’s Move to Add Virtual Assistants: FPPad’s Winterberg
By Janet LevauxIs the IBD helping its affiliated advisors or taking technology too far with its latest fintech move? Bill Winterberg discussed with ThinkAdvisor.
July 31, 2017
How Artificial Intelligence Might Help AdvisorsThis cutting-edge technology is definitely starting to have its impact in a number of industries and professions.
July 31, 2017
How Ron Carson, Others Lure Clients With Latest TechExperts share ways to use the latest and greatest tools while giving clients an advisor-friendly experience.
July 24, 2017
eAdvisors Elevate the Client Journey and Power Growth with TechnologyA fresh look at eAdvisors finds that they continue to use technology to spur productivity and enrich the client experience.
July 20, 2017
Trading Platform investFeed Trades Equities for CryptoThe social trading platform decided Thursday to stop allowing investors to trade equities on its platform.
July 19, 2017
Apex, InvestCloud Partner on Robo, Custody IntegrationApex Clearing is working with InvestCloud on a new digital advice platform for businesses that want to combine custody services and a digital offering.
July 17, 2017
Maximize Client Engagement with New Technology: Factors to ConsiderTechnology can help advisors provide the best solutions for their clients. But firms need a better understanding of how to successfully select and implement a new system.
July 17, 2017
Tech Planning Timeline for Your Breakaway RIAChoosing the wrong technology is disastrous for a new firm and costly to fix, so get it right the first time.