Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Riskalyze Adds Reg BI Compliance Tools
By Melanie WaddellRiskalyze has enhanced its Select and Elite products.
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.
January 22, 2020
Top Women in WealthTech 2020: Andina Anderson of Envestnet"When I started with Tamarac in 2008, we had five employees; today we have over 380 ..., " said the executive.