Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
A 4-Point Checklist for Year-End Planning
By Angela PecoraroNo doubt, 2020 was an unusual year, which makes client reviews all the more important to prepare for 2021.
December 07, 2020
$3.75B Breakaway RIA Moves to PershingBoston-based Mayflower Advisors spent the past 15 years with Wells Fargo Advisors Financial Network.
December 03, 2020
Fidelity's Platform Updates Get Thumbs-Up From TechiesThe firm has improved Wealthscape's onboarding capabilities while expanding its digital service tools with AI and other tech.
December 03, 2020
FMG Suite Buys Advisor Marketer Twenty Over Ten: Tech RoundupAlso, Orion recruited an ex-Ascensus exec to further its expansion into the 529 plan sector.
December 02, 2020
ScratchWorks Invests $5M in 3 Wealthtech StartupsPairing wealthtech firms and top RIA investors brings suspense and cements the event's biggest deal to date.
December 01, 2020
Riskalyze Makes Rebalancing, Other Tools Free for 2 Weeks"We want to ... help [advisors] focus ... on making great decisions so they can let advanced technology put those decisions into place," says CEO Aaron Klein.
November 25, 2020
Cambridge Partners With AdvicePay: Tech RoundupAlso, FSP teams with Chalice Network to create FinTech Institute, and Wells Fargo invests in a donor-advised fund program.
November 24, 2020
Clients Using Apps to Reach Advisors Happier Than Other Investors: J.D. PowerA third of both advised and DIY investors have used wealth management firms' mobile app more frequently during the pandemic.