Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Goldman-Folio Deal: The Pros and Cons
By Bill CapuzziThe deal could pave the way for Goldman to muscle into the RIA space.
May 29, 2020
RIAs Need Fully Digital Workflows to Compete Post-Pandemic: PaperWorkflows that require manual intervention can be difficult when demand is high and everyone's working remotely, according to Envestnet.
May 27, 2020
Pandemic Is a Wake-Up Call to Address Health Care in Financial PlansAdvisors can use technology to help clients map out how to cover health care costs today, in the near future and during retirement.
May 19, 2020
Many Life Insurers Are Still Spending on Technology: NovaricaMidsize life insurers were more likely to report IT budget increases.
May 14, 2020
Why, and How, Advisors Should Podcast: TD AmeritradeWhen it comes to podcasts and flash briefings, clients want "brevity, levity and familiarity," TD Ameritrade's Dani Fava says.
May 13, 2020
LPL to Open Tech Hub in TexasThe independent broker-dealer's campus in Austin is expected to have more than 100 employees.
May 07, 2020
Schwab to Buy Motif's Technology in All-Cash DealThe announcement follows Motif's decision to shut down its platform recently.
May 07, 2020
Kitces: Pandemic to Accelerate Shift to AUM-Based Fee ModelCOVID-19 is "making the future get here faster than anyone expected," he says.