Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Envestnet Acquires Harvest Savings & Wealth: Tech Roundup
By Jeff BermanAlso, fintech firm fabe launches a SaaS application to help advisors value their firms for a sale.
March 24, 2021
How Advisors Are Finding Unexpected Upsides to Zoom CallsFor years, remote technology had been there for the taking. COVID-19 simply pushed us to fully seize its potential.
March 16, 2021
401(k) Plans Have a Big Cybersecurity Problem, Need Guidance: GAOAfter a congressional request to review these risks, GAO concludes that vendors are weak links.
March 12, 2021
The Future Can Be Female: Starting the Finance CEO Pipeline EarlierTake it from the men who grew up playing computer games: The path to the C-suite needs to start in childhood.
March 11, 2021
Tax Season Presents Tremendous Opportunity for AdvisorsAdvisors can use technology to make tax season easier for their clients.
March 11, 2021
New Skience Tool Helps Advisors Transition Client Accounts: Tech RoundupAlso, the Dynasty Financial Partners-Envestnet joint venture ASx introduces a new initiative focused on social media.
February 18, 2021
4 Ways to Build Company Culture While Working RemotelyThe technology you already have may have features you could be using to help remote workers stay connected.
February 10, 2021
Delivering Value From FintechThe author has ideas about how advisors should evaluate insurer and product provider tech.