Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
October 17, 2019
Start Here to Improve Your PracticeIf you want to build a top advisory firm, don't begin by focusing on exterior resources like technology.
October 16, 2019
Brokers' Use of Texting, Social Media Cited in FINRA Exam ReportSome reps have also been conducting "electronic sales seminars" on digital channels that were not permitted by their firms, FINRA said.
October 14, 2019
Pershing to Launch New Investment Manager Portal in Q4Enhanced Manager Gateway is successor to company's Manager Workstation, adding a new user interface.
October 11, 2019
More Fintech Consolidation Expected After Broadridge's Fi360 PurchaseExpect big players to keep swallowing up smaller firms, wealth tech experts say.
October 10, 2019
How to Cut Through the Digital Clutter to Give Curated AdviceKeep your messages focused and your clients will absorb them more easily. Technology can help.
October 07, 2019
Vanguard Expands Active Offerings: Portfolio ProductsAlso, Schwab to launch 3 new fixed income ETFs.
October 01, 2019
Tech Companies Stress Personalization With Solutions for AdvisorsBlueRush, Envestnet Yodlee and Orion were among standout exhibitors at FinovateFall.
September 30, 2019
Orion Rolls Out New Planning ToolsCEO Eric Clarke says the firm wants to fill the gaps advisors encounter in their businesses.
September 30, 2019
RIA in a Box Adds Free Access: Portfolio ProductsAlso, Fidelity unveils a new approach to ESG investing for advisors.
September 26, 2019
AI, Machine Learning Offer Opportunities for Advisors, but Obstacles RemainAdvisors and other financial organizations face implementation, regulatory and other challenges when using AI, experts say at SIFMA Fintech Conference.