Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Women in WealthTech: Lisa Burns of Fidelity Institutional
By Janet LevauxThe Head of Platform Technology shares her views on everything from what keeps her up at night to her favorite apps.
January 31, 2019
Women in WealthTech: Lori Yaverbaum of Commonwealth Financial NetworkThe Vice President of Experience shares her views on everything from what keeps her up at night to her favorite apps.
January 31, 2019
Women in WealthTech: Tricia Rothschild of MorningstarThe Chief Product Officer shares her views on everything from what keeps her up at night to her favorite apps.
January 31, 2019
Women in WealthTech: Estee Jimerson of EnvestnetThe Managing Director/Head of Asset Manager Distribution shares her views on everything from what keeps her up at night to her favorite apps.
January 31, 2019
4 Ways to Curtail Insider Cybersecurity ThreatsCyber threats from employees can be reduced or rectified by taking these pro-active steps.
January 31, 2019
Atria Wealth Scooping Up Next FinancialThe industry kicks off the year with a major merger and acquisition announcement.
January 31, 2019
Women in WealthTech: Clara Shih of Hearsay SystemsThe Founder and CEO shares her views on everything from what keeps her up at night to her favorite apps.
January 31, 2019
Behind the Screen: 16 Top Women in WealthTechInvestment Advisor proudly presents its inaugural list of the most influential female financial professionals in the field of technology.