Marketing Technology

Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.

$3.75B Breakaway RIA Moves to Pershing

December 07, 2020

$3.75B Breakaway RIA Moves to Pershing
Fidelity's Platform Updates Get Thumbs-Up From Techies

December 03, 2020

Fidelity's Platform Updates Get Thumbs-Up From Techies
FMG Suite Buys Advisor Marketer Twenty Over Ten: Tech Roundup

December 03, 2020

FMG Suite Buys Advisor Marketer Twenty Over Ten: Tech Roundup
ScratchWorks Invests $5M in 3 Wealthtech Startups

December 02, 2020

ScratchWorks Invests $5M in 3 Wealthtech Startups
Riskalyze Makes Rebalancing, Other Tools Free for 2 Weeks

December 01, 2020

Riskalyze Makes Rebalancing, Other Tools Free for 2 Weeks
Cambridge Partners With AdvicePay: Tech Roundup

November 25, 2020

Cambridge Partners With AdvicePay: Tech Roundup
Clients Using Apps to Reach Advisors Happier Than Other Investors: J.D. Power

November 24, 2020

Clients Using Apps to Reach Advisors Happier Than Other Investors: J.D. Power