Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How Advisors Can Unlock Competitive Advantages While Stuck at Home
By Jeff BermanAdvisors who embrace the changes brought on by social distancing will be well-positioned for the future, fintech execs say.
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.
March 30, 2020
Tech Headaches, Innovations and Threats in Focus at T3 EventPlus, conference host Joel Bruckenstein shares results of advisor survey on software and other technology tools.
March 30, 2020
The Lowdown on Michael Kitces' New GigHere are some details about his and Jeff Levine's big move to Buckingham Wealth Partners.
March 26, 2020
Morgan Stanley Says No Job Cuts in 2020, Fixes Tech Glitch"Your jobs are secure" through the year, CEO James Gorman told employees, though he could offer no longer-term assurance.
March 26, 2020
Deadline Extended for Invest in Others Award NominationsInvest in Others, a charitable organization, will give awards of $10,000 to $50,000 to community-focused advisors.