Marketing Technology

Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.

Best & Worst BDs for Advisors: J.D. Power — 2020

July 07, 2020

Best & Worst BDs for Advisors: J.D. Power — 2020
Financial Firms Speeding Tech Adoption Due to Pandemic: Survey

July 07, 2020

Financial Firms Speeding Tech Adoption Due to Pandemic: Survey
3 Ways to Keep Retirement Plans on Track During the Pandemic

July 06, 2020

3 Ways to Keep Retirement Plans on Track During the Pandemic
TD Ameritrade Launches Virtual M&A Matchmaker for RIAs

June 15, 2020

TD Ameritrade Launches Virtual M&A Matchmaker for RIAs
Technology Can Keep You Moving Forward: Vertafore

June 15, 2020

Technology Can Keep You Moving Forward: Vertafore
Goldman-Folio Deal: The Pros and Cons

June 10, 2020

Goldman-Folio Deal: The Pros and Cons
Merrill Lynch Rolls Out New Advisor Workstations

June 08, 2020

Merrill Lynch Rolls Out New Advisor Workstations
RIA in a Box, Morningstar Team With Fintech Firms to Assist Advisors: Tech Roundup

June 02, 2020

RIA in a Box, Morningstar Team With Fintech Firms to Assist Advisors: Tech Roundup
RIAs Need Fully Digital Workflows to Compete Post-Pandemic: Paper

May 29, 2020

RIAs Need Fully Digital Workflows to Compete Post-Pandemic: Paper
Pandemic Is a Wake-Up Call to Address Health Care in Financial Plans

May 27, 2020

Pandemic Is a Wake-Up Call to Address Health Care in Financial Plans