Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
August 27, 2020
5 Big Advisor Problems Being Solved Through Tech: BroadridgeAccelerated tech adoption is a silver lining of the pandemic, Fred Duden of Broadridge tells ThinkAdvisor.
August 26, 2020
How the Top BDs of 2020 Got Ahead of the PandemicLeaders of four broker-dealers explain what continuity, technology and other steps prepared their firms for remote work.
August 20, 2020
Half of Advisors Thinking of Dumping Their Firm for Better Tech: SurveyNearly 8 in 10 advisors said in a Broadridge survey that they'd lost business due to inadequate technology.
August 18, 2020
LPL Advisors to Get Slack Messaging ToolsThe new messaging system will make it easier for advisory team members to communicate wherever they are, LPL says.
August 14, 2020
To Gain Client Trust, Boost Virtual Service: FidelityExecutives from several firms make the case for fully embracing remote work, digital tools and more during a Fearless Week webcast.
August 14, 2020
Carson Coaching Launches Online HubProgram partners include Riskalyze, YCharts and Redtail.
August 13, 2020
Seven Group to Roll Out New Feature for Advisors: Tech RoundupAlso, SS&C expanded Black Diamond integrations with Schwab.
August 10, 2020
Nasdaq Valuations Say You'll Be Stuck at Home for a Long TimeIndex's price-earnings ratio tops 36 for first time since 2004, with technology at the core of enabling a touchless world.
August 06, 2020
What to Make of Schwab-TD Ameritrade Integration PlansSchwab says it will adopt some technology from TD Ameritrade, but tech experts raise questions about how that will play out for RIAs.
July 30, 2020
3 Tips for Advisors to Improve Their MarketingThe CEO of marketing tech firm Snappy Kraken presents some ideas.