Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Are You Ready for Your Clients to Live to 100?
By Jane Wollman RusoffIt will happen sooner than you think, creating new financial and retirement needs, Peter Diamandis tells ThinkAdvisor.
January 29, 2020
'Be a Risk Taker,' Says DFA's COOLisa Dallmer describes how her career journey helped her develop an "inclusion" mentality and leadership style.
January 24, 2020
Here Are Your Key Tech Decisions for 2020Don't delay or ignore technology needs, system upgrades and replacements.
January 22, 2020
Top Women in WealthTech 2020: Allison Couch Pratt of Advisor GroupAll of us, women and men, need to stop thinking of "technology" as a separate discipline or siloed "department," she said.
January 22, 2020
Top Women in WealthTech 2020: Salit Nagy-Todd of Raymond James"We need to take some personal responsibility to discuss the fact that there is room for women in tech," she said.
January 22, 2020
Top Women in WealthTech 2020: Miriam Manning of Commonwealth Financial"There has never been a better time for women to be part of WealthTech and innovation in financial services," she said.
January 22, 2020
Top Women in WealthTech 2020: Kit Lee of BNY Mellon's Pershing"Bottom line is that companies need to see diversity as an important part of their growth strategy and continue to invest in it," she said.
January 22, 2020
Top Women in WealthTech 2020: Stacey Goodman of Prudential Financial"As mother to a 14-year-old daughter, I'm thrilled to see programs for young women to explore and interact with technology," she said.