Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
July 07, 2020
Best & Worst BDs for Advisors: J.D. Power — 2020The latest satisfaction survey of more than 3,200 advisors is based on a new set of factors, including professional development and technology.
July 07, 2020
Financial Firms Speeding Tech Adoption Due to Pandemic: SurveyBDs and other financial services firms are accelerating their digital transformations, a new Broadridge study finds.
July 06, 2020
3 Ways to Keep Retirement Plans on Track During the PandemicDon't be afraid to contact clients with good news and bad, Cathy Clauson of AssetMark tells ThinkAdvisor.
June 15, 2020
TD Ameritrade Launches Virtual M&A Matchmaker for RIAsJoel Bruckenstein of T3 tells ThinkAdvisor his views on the new platform.
June 15, 2020
Technology Can Keep You Moving Forward: VertaforeThe insurtech firm says one answer to the COVID-19 doldrums is client self-service portals.
June 10, 2020
Goldman-Folio Deal: The Pros and ConsThe deal could pave the way for Goldman to muscle into the RIA space.
June 08, 2020
Merrill Lynch Rolls Out New Advisor WorkstationsThe news comes about 18 months after rival Morgan Stanley introduced WealthDesk, its new advisor platform.
June 02, 2020
RIA in a Box, Morningstar Team With Fintech Firms to Assist Advisors: Tech RoundupAlso, AI-driven Envestnet Connect is unveiled, and TD Ameritrade introduces Thinkorswim Web.
May 29, 2020
RIAs Need Fully Digital Workflows to Compete Post-Pandemic: PaperWorkflows that require manual intervention can be difficult when demand is high and everyone's working remotely, according to Envestnet.
May 27, 2020
Pandemic Is a Wake-Up Call to Address Health Care in Financial PlansAdvisors can use technology to help clients map out how to cover health care costs today, in the near future and during retirement.