Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
LPL to Enter Employee Channel
By Janet LevauxThe firm also plans to boost tech spending, in part to support this move.
May 08, 2019
Carson Group Goes All In on New Tech, Other AppsThe firm, working with partner firms that have nearly $100 billion in assets, makes the announcements during its Excell event in Chicago.
May 07, 2019
Citi Bringing Credit Card Perks Like Miles to Bank AccountsCitigroup will begin tying card rewards to checking accounts; bank hasn't kept pace with rivals in competition for deposits.
May 06, 2019
Junxure Deepens Integrations With Orion, Constant Contact: Portfolio ProductsIn other product news, FTSE Russell launched US Municipal Bond Index.
May 03, 2019
Envestnet Technology: Build-a-Bear Meets NetflixIndustry executives and consultants says the latest tools are about gamification — getting the client engaged in financial planning.
May 03, 2019
Apprise Labs Gives Advisors a Peek of New Retirement Planning SoftwareStill in development, eMoney founder Edmond Walters' new product helps advisors project savings and expenses.
May 02, 2019
Kitces' 5 Trends of the Future for AdvisorsTravel agents may have faced disruption, Michael Kitces says, but the ones who adapted are actually doing quite well.
May 02, 2019
AI Is Not a Priority for the Largest Advisory Firms: Pershing PollThe Elite Advisor Poll found that firms are investing more in technology but primarily for more practical matters.