Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Envestnet | Yodlee Brings Alexa to Advisors
By Ginger SzalaThe new technology allows advisors to get customized business information through their mobile phone or Alexa-enabled devices.
September 20, 2018
How to Grow Your Business and Meet Rising Client ExpectationsIndustry veterans Dan Skiles and Deborah Fox will share new tech strategies in a Sept. 25 webinar.
September 20, 2018
Wealthcare Taps Industry Veteran as PresidentThe fintech firm aims to grow its base of 70-plus affiliated advisors and $2 billion in assets.
September 19, 2018
This Innovative Business Model Makes Small Accounts ProfitableThere are more ways to create value in your businesses than attracting more assets and increasing revenues, as Facet Wealth's success shows.
September 17, 2018
From Robo-Advisors to Brain Chips: The Future of AIFuturist Amy Webb talks to ThinkAdvisor about how AI developments could affect everything from financial services to reproduction.
September 17, 2018
Schwab Expands One-Click Account AuthorizationThe move is part of Schwab's ongoing efforts to fully digitize its custody platform.
September 14, 2018
How RIAs Can Tackle Cybersecurity to Fit Their Firm Size and GrowthRightSize Solutions offers a new centrally managed platform to meet regulatory needs and protect data.
September 13, 2018
HD Vest Rolling Out Envestnet Portfolio, Other Tools for Its AdvisorsAdvisors using HD Vest's platform can now access Envestnet tools for model management, UMAs and more.