Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
XY Planning Network Announces Fintech Finalists
By Marlene SatterMichael Kitces, cofounder of XYPN and Bill Winterberg of FPPad will be part of panel reviewing the six finalists' offerings at the September conference.
August 20, 2019
LPL Expands ClientWorks and Other Tech InitiativesThe upgrades could save advisors an hour a day, CEO Dan Arnold said.
August 16, 2019
Legendary Ex-Fraudster Frank Abagnale: How Not to Get Scammed"Think like a predator," the con artist turned antifraud consultant tells ThinkAdvisor.
August 13, 2019
Analysts Trim Envestnet Forecasts Following $100M Lawsuit, CEO's WarningLong-term prospects for company are still seen as strong despite the looming court battle.
August 13, 2019
New Funding to Help Snappy Kraken Expand Its Offerings, CEO SaysThe advisor-focused marketing technology company gets $3.5 million in a seed round investment.
August 07, 2019
Interest in Digital Tech Growing Among Wealthy Investors: Morgan Stanley PollBut many high-net-worth investors remain concerned about cybersecurity.
July 31, 2019
Waddell & Reed Adds Riskalyze Risk Alignment for Its AdvisorsRiskalyze's platform of analytics tech, client engagement tools to help advisors enhance their service.
July 29, 2019
Now Is the Time to Do a 'Back-to-School' Tech CheckBeen away for summer and have to get back into gear? Here are ideas for when "class" resumes.