Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Nasdaq Chief: We Need More Companies to Go Public
By Ginger SzalaThe historically sluggish pace of IPOs short-changes average investors, Adena Friedman says.
May 01, 2019
Envestnet CEO: What Advisors Can Learn From ChurchillCEO Jud Bergman describes the qualities that make advisors "transformative leaders," opening the platform's two-day event.
April 30, 2019
What Happened at FinTech's 'Shark Tank 2'AdvicePay founders Michael Kitces and Alan Moore did not disappoint for drama at the recent ScratchWorks event.
April 30, 2019
How Technology Deals Are Changing the BusinessWorried about how your "new" tech firm will service your solution?
April 30, 2019
Empathy Plus Technology Equals SuccessE|Financial Alliance blends deep insights into clients' personalities to deliver what they really need.
April 29, 2019
2019 IA25 Fintech WinnersHere are this year's top vote getters in the field of financial technology.
April 29, 2019
E-Trade May Be Close to Launching Cryptocurrency TradingThe brokerage giant will offer Bitcoin and Ethereum trades; service will compete with startups like Coinbase and Robinhood.
April 24, 2019
Ladenburg Hires Former Cetera, Advisor Group ExecDavid Ballard will now support Securities America, Triad Advisors, Investacorp, Securities Service Network and KMS Financial Services.