Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Top Women in WealthTech 2020: Andina Anderson of Envestnet
By Janet Levaux"When I started with Tamarac in 2008, we had five employees; today we have over 380 ..., " said the executive.
January 17, 2020
Will Orion Be Sold? CEO Weighs In on Speculation"Everyone asks what's next" after the Schwab-TD Ameritrade deal, Orion CEO Eric Clarke tells ThinkAdvisor.
January 16, 2020
SEC Taps First Chief Data OfficerAustin Gerig will help the agency use data analytics to support enforcement and exams, as well as to protect investor data.
January 10, 2020
LPL's ClientWorks Adds Envestnet MoneyGuideMoneyGuide becomes the latest tech solution to integrate with LPL's platform.
December 31, 2019
Here's What $10K in These Assets Would Have Returned in 2019Though U.S. stocks and global equity benchmarks attracted much attention, there were other notable moves worldwide.
December 31, 2019
4 Insurtech Trends to Watch in 2020A Breathe Life executive predicts that the most important insurtech trend will be more focus on people.
December 20, 2019
RIA Captrust Sticking With Growth Plan in 2020, Exec SaysAfter five acquisitions in 2019, the firm is hoping to make more deals next year.
December 11, 2019
3 Trends Shaking Up Financial Services: Broadridge ExecFor one thing, advisors are no longer afraid of the cloud, Fred Duden told ThinkAdvisor.