Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How Advisors Can Simplify Tech Decisions (Part II)
By Angie HerbersWhen picking a new platform, you can hire a tech consultant or go it alone — either way, you'll still need to do some of your own research.
May 14, 2018
Envestnet Advisor Summit '18 Kicking Off With Top AttendanceOver 2,000 attendees are registered for the event, which features sessions on technology, portfolio management, best practices, ESG investing, strategists' solutions, data management and more
May 10, 2018
North Capital Bets on Its New Tech Solution for Private OfferingsNorth Capital offers a platform to better serve both issuers and investors in the exempt securities market.
May 09, 2018
How Advisors Can Simplify Tech Decisions (Part I)Look to your clients to give you direction on what technology works best for communicating with them and improving your advisory practice.
May 09, 2018
3 Ways to Elevate Your Firm's Social Media GameIt's worth taking a step back to re-evaluate your firm's social media efforts to adopt a more holistic approach.
May 04, 2018
The Future of Money Is Coming. Are Advisors Ready?A new study finds that disruption of the banking and investment industries is already here, and consumers love it.
May 01, 2018
2018 IA 25 RIA/Advisory WinnersHere are the top vote getters in the RIA/Advisory field.
May 01, 2018
Using Technology to Regain Client TrustUse tech to augment your human capital, not replace it.