Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Tech Stocks Are in a Bear Market, But They Aren't Cheap
By Nir KaissarIf you're wondering if tech stocks are a bargain, here are a few ways to look at market trends and figure it out.
May 05, 2022
Orion Adds Behavioral Finance to Financial Planning Platform: Tech RoundupAlso, Envestnet enhances its financial wellness ecosystem with new tech updates.
April 25, 2022
Elon Musk Lands Deal to Take Twitter Private for $44BInvestors will get $54.20 per share, which is about 38% more than the stock's close on April 1.
April 25, 2022
LPL Picks Up Merrill Exec, Shuffles LeadershipLPL has named new leaders to the groups formerly led by Burt White and Andy Kalbaugh.
April 22, 2022
Estate Planning Enters the Digital Age: TD WealthOver 70% of those polled use blogs, social media and other tools when working on estate plans, a recent survey finds.
April 21, 2022
Fidelity Launches 'Gamified' Educational Metaverse ExperienceThe new Fidelity Stack teaches the basics of investing in ETFs including its news metaverse-themed fund.
April 19, 2022
Orion to Buy CRM Provider Redtail"This acquisition presents a game-changing opportunity for growth-focused independent advisors," Orion CEO Eric Clarke said.
April 14, 2022
Goldman Sachs, Morgan Stanley Face Off on Musk Bid for TwitterMorgan Stanley is advising Musk on the $43 billion offer, while Twitter has enlisted the help of Goldman Sachs.