Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
The 2020 IA25: Lisa Burns
By Janet LevauxFidelity Institutional's head of Platform Technology says advisors need to make clients' lives easier during the COVID-19 pandemic.
April 13, 2020
Ex-Scammer of 'Catch Me If You Can' Fame Warns of Virus-Related FraudBe warier "than ever in your life" as stimulus checks come out, legendary ex-fraudster Frank Abagnale tells ThinkAdvisor.
April 08, 2020
How Advisors Can Unlock Competitive Advantages While Stuck at HomeAdvisors who embrace the changes brought on by social distancing will be well-positioned for the future, fintech execs say.
April 01, 2020
How Advisors Can Thrive in the Time of CoronavirusFor one thing, don't stop searching for new clients, execs from two fintech firms say.
March 31, 2020
Orion Opens Financial Planning Platform to All Advisors During PandemicThe fintech firm also launched a new "Business as Usual" program and investment model marketplace.
March 30, 2020
Envestnet Board Names Crager CEOCrager has been the firm's interim leader since October, when CEO Jud Bergman was killed in a car accident.
March 30, 2020
Advice on How to Prep for COVID-19 Disruptions"In these times, you can not over-communicate" with clients or staff, says RIA in a Box President GJ King.
March 30, 2020
Advisor Tech: Past, Present, FutureOver the past few decades, advisors went from having almost no choices to getting a long menu of solutions. The shift was — and remains — exciting.