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Wells Fargo advisors now will be able to utilize functions such as financial planning tools, client account data and product research from their tablet devices. ...
Omaha, Neb.-based Blu Giant Advisor Studios, a creative marketing services provider, is combining services with Arizona-based printing company Gemcom. Previously, the two operated as separate divisions of NorthStar Financial Services Group; the...
New York-based Vestorly has landed its first custody/clearing firm and largest client yet, with Pershing putting the start-up’s digital content marketing tool on its NetX360 technology platform this week. Pershing has over 1,500 clients, 800...
May 29 When financial adviser Rick Kahler wanted to revamp his marketing strategy three years ago, he decided to learn about the hype surrounding "search optimization."...
Websites and email communications are mainstream among financial advisors, but far from ubiquitous, according to research firm Aite Group. The most common reason is restrictions from the firm, but other advisors still doubt that investments in di...
Vestorly, a digital lead generation service, has launched “browser-in-the-cloud,” a new technology that allows broker/dealers to use the start-up’s digital marketing platform while also being compliant. The new technology also...
Some things never seem to change.
Despite all the talk about restoring the public’s trust in the financial services industry, many financial professionals don’t believe the industry is better off than it was before the financial crisis. Ac...
YCharts, a Chicago-based financial data startup, announced Monday that it raised another $6 million in venture capital funding from a group led by Morningstar. The latest round brings YCharts’ total capital raised to $14.5 million...
