Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
From meatless meat to 3-D printing: Alphabet’s top interests
By Jason Gale and John LauermanGoogle's parent is still looking for ways to get involved with health care
May 27, 2016
Stuart DePina: Advisor Tech Entrepreneur and Intrapreneur — The 2016 IA 25If you want to understand how technology can make advisors of all kinds more efficient, listen to Tamarac | Envestnet's Stuart DePina.
May 25, 2016
Neesha Hathi: Schwab’s Digital Evangelist — The 2016 IA 25After 12 years at Schwab in various leadership roles, Neesha Hathi recently moved to the firm's retail business.
May 24, 2016
SigFig Raises $40 MillionSigFig, a fintech firm that works with UBS and Pershing, says it now has over $70 million to support its tech work.
May 20, 2016
Envestnet Offers Advisors More Client Customization Through Open ENVOpen ENV integrates, refines and expands existing offerings on Envestnet's wealth management technology platform.
May 19, 2016
Lori Hardwick: Pershing's Advisor Advocate — The 2016 IA 25It's important for advisor partner leaders to listen to their clients, and not just "hear what you want to hear," says the new Pershing COO.
May 18, 2016
Want to Win the Robo Game? Think Like a Chess Champ: Envestnet CEOAdvisors who fear robo-advisors and other technological advances should take a tip from chess grandmaster Garry Kasparov, Envestnet CEO Jud Bergman says.