Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
November 18, 2020
Wells Fargo Exec: Fractional Shares Are 'Democratizing' InvestingIn addition to making pricier stocks available to more investors, fractional shares make systematic investing easier, Joe Nadreau says.
November 10, 2020
4 Steps for Building an Online Client Education PlanCOVID-19 brought in-person client education to a halt. But in some ways, that's not a bad thing.
November 05, 2020
10 Ways to Raise Your Visibility on LinkedInYou can modernize your prospecting pipeline in the time you once would have spent commuting.
November 03, 2020
Advisors Say Retirement Plan Recordkeeping Needs an OverhaulSponsors and advisors agree customer service, user-friendly experience and cost are critical in selecting a plan provider.
October 27, 2020
UBS to Invest $200M in Fintech FirmsThe wirehouse launched an initiative called UBS Next, targeting investments in fintech and the overall tech sector.
October 21, 2020
Envestnet Adds 3 Premium Features to Its Plan Analytics Tool for AdvisorsAccess to the premium features will cost $600 a year.
October 16, 2020
How New Tech Can Really Help Advisors: CerulliMore tech adoption can provide greater efficiency and improve productivity, Cerulli says.
October 15, 2020
Schwab Won't Say Which TD Ameritrade Platform Features It Will KeepThe company's head of Digital Advisor Solutions spoke Thursday about the combined RIA platform.
October 13, 2020
Ric Edelman's Crypto Council Buys Events Group, Names Inside ETFs Co-Founder PresidentThe RIA Digital Assets Council has acquired JV Events Group and plans to hold a virtual conference in March.
October 08, 2020
SEI Launches Investor Tax Savings Report for Advisors: Tech RoundupAlso, Advisor Group enhances its MyCMO marketing platform and JPMorgan teams with 55ip.