Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Wells Fargo Launch; Kestra Finds Buyer; Moore Leaves Cetera: BD Roundup
By Janet LevauxThe wirehouse says its new program is a "category killer." Meanwhile, one independent broker-dealer wins the backing of a private equity group, and another loses its CEO.
March 20, 2019
7 Questions to Ask When Reviewing TechnologyDoes your advisory firm have a tangled mess of technology or a tightly integrated and cohesive system? Here's how to tell.
March 18, 2019
Kitces: Is Technology Really Helping Advisors?A survey by Michael Kitces breaks down the advisor work week and uncovers some interesting results.
March 15, 2019
What's Really Behind the Envestnet-MoneyGuide Deal?Industry watchers debate the merits of the big fintech tie-up, which isn't easy to "unpack," according to Craig Iskowitz.
March 15, 2019
SEC to Hold Second Fintech ForumOn May 31, panelists will tackle such topics as ICOs, digital asset platforms and distributed ledger innovations.
March 14, 2019
Envestnet to Buy MoneyGuide for $500M"I am sort of speechless," one industry consultant said.
March 13, 2019
New Concierge Service Helps Advisory Firms With CybersecurityEntreda's add-on for clients using Unified software provides 24/7 personal service.
March 13, 2019
SEC Seeks Input on Advisors' Custody of Digital AssetsIssues have been raised about the regulatory status of advisors' custodial trading practices involving certain assets.