Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
May 19, 2020
Many Life Insurers Are Still Spending on Technology: NovaricaMidsize life insurers were more likely to report IT budget increases.
May 14, 2020
Why, and How, Advisors Should Podcast: TD AmeritradeWhen it comes to podcasts and flash briefings, clients want "brevity, levity and familiarity," TD Ameritrade's Dani Fava says.
May 13, 2020
LPL to Open Tech Hub in TexasThe independent broker-dealer's campus in Austin is expected to have more than 100 employees.
May 07, 2020
Schwab to Buy Motif's Technology in All-Cash DealThe announcement follows Motif's decision to shut down its platform recently.
May 07, 2020
Kitces: Pandemic to Accelerate Shift to AUM-Based Fee ModelCOVID-19 is "making the future get here faster than anyone expected," he says.
May 06, 2020
Schwab: Digital Onboarding, Money Transfers Surge Amid PandemicMore enhancement is on the way for the company's digital offerings, Schwab tech exec Lauren Wilkinson says.
May 04, 2020
Three Questions to Ask Now About Your Brand & Its ContentAdvisory firms can learn some big lessons from the COVID-19 crisis to get their marketing efforts ready for what comes next.
April 28, 2020
Snappy Kraken Launches Video Tool for AdvisorsThe tool is intended to simplify the entire video creation and promotion process, CEO Robert Sofia says.
April 27, 2020
Wells Fargo Introduces Retirement Income Solution: Portfolio ProductsAlso, BlackRock's iShares launches three Factor Style ETFs.
April 23, 2020
How Advisors Can Thrive in a Virtual Environment"The key is to embrace the change," a senior manager at TD Ameritrade says.