Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Neesha Hathi: Schwab’s Digital Evangelist — The 2016 IA 25
By Danielle AndrusAfter 12 years at Schwab in various leadership roles, Neesha Hathi recently moved to the firm's retail business.
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.
May 16, 2016
Kol Birke: Commonwealth's Empathetic Technologist — The 2016 IA 25Being able to "unstick" conversations is critical to helping clients make the smartest financial decisions.
May 16, 2016
5 Partners Providing Advisor Solutions: The 2016 IA 25 SlideshowYoure only as strong as your support system, and advisors work with various partners to assist them in their day-to-day operations, from custodians to technology providers.
May 16, 2016
UBS Partners With SigFig on Tech PlatformThe Americas wealth unit has decided not to go it alone when it comes to digital offerings; no robo-advisor is planned.
May 13, 2016
How to found a successful insurance start-upCameron Jacox is what you might call a dream recruit for the insurance industry: young, smart and able to see the enormous opportunity that lies ahead.