Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Plante Moran Adopts RiXtrema Fiduciary Tool: Tech Roundup
By Danielle AndrusRiXtrema has added Plante Moran Financial Advisors, a registered investment advisor with over $11.9 billion in assets under management, to its list of customers.
June 22, 2017
Victor Fetter Is Out at LPL; Former AmEx, eBay Exec Is InThe IBD taps Scott Seese for the CIO post in a move that one recruiter calls "a big deal."
June 21, 2017
How to Stop Worrying and Learn to Love TechnologyNot only are more advisors adopting technology, those who do are outperforming their peers, a Fidelity study found.
June 21, 2017
Pershing’s New Advisor Tech ExperienceAI, chatbots and facial recognition are all on deck in Pershings revamped NetX360 workstation.
June 19, 2017
How to Make Technology Part of Your M&A StrategyTechnology is not just a way to engage clients; advisors can use it to attract breakaways and scale their practice.
June 19, 2017
Advisors’ Use of Digital Technology Needs Overhaul: Global Wealth ReportDigital initiatives have largely centered on providing customers with basic portfolio functionalities, but more is needed.
June 16, 2017
10 Most Digitally Competitive Countries: 2017In digitally competitive countries, government must facilitate the adoption of new technologies, according to IMD Ranking report.
June 16, 2017
Cetera Rolls Out Insurtech Solution: Tech RoundupCetera Financial Institutions announced on Tuesday that it is rolling out a new portal designed to help its advisors simplify insurance purchasing for clients.