Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Now Is the Time to Do a 'Back-to-School' Tech Check
By Dan SkilesBeen away for summer and have to get back into gear? Here are ideas for when "class" resumes.
July 17, 2019
4 Steps for Covering All the Tech BasesBefore you pick new technology to help set your advisory firm apart, step back and review your client segmentation and service model.
July 11, 2019
Orion Buys Planning Software Startup AdvizrThe deal stands to help Orion keep up with rivals including Envestnet, who bought MoneyGuidePro earlier this year.
July 09, 2019
Best & Worst BDs for Advisors: J.D. Power — 2019Average advisor satisfaction scores rose, but firms have plenty of room for improvement on the tech front.
July 08, 2019
LPL Adds Data Exec From OppenheimerFundsAshish Braganza is the BD's executive vice president of Data, Analytics and Innovation and reports to Burt White.
July 08, 2019
There's No End in Sight for the US IPO FrenzyThe second quarter was the busiest for IPOs since the third quarter of 2014.
July 02, 2019
New Tech, Operations Trainer Added to FPA TeamFilling out its Coaches Corner, the FPA adds youth and technology know-how to help advisor members.
June 27, 2019
Merrill Adds Envestnet Service for UHNW ClientsThe resulting reports will include details on clients' investments, regardless of where the assets are held.