Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Your Clients Can Save for College via Crowdfunding
By Ginger SzalaCollegeBacker.com isn't a normal college savings program; it adds crowdfunding to the process.
May 29, 2018
How an 'Outsider' Helps a Hybrid Firm GrowThe fastest-growing, most nimble and profitable advisory firms hire professional managers.
May 29, 2018
Time to Do Tech Spring CleaningNow is a good time to review your technology infrastructure
May 29, 2018
Advisors Need Critical Mass to ThriveAdvisory firms can become self-sustaining if they reach a certain size.
May 25, 2018
Advisors Not Feeling Fintech Love Yet: Hearsay's ShihAdvisors spend way too much time on menial tasks that could be aided by technology, Shih says.
May 24, 2018
How Technology Facilitates Compliance Programs: PwCCompanies with effective compliance programs are optimistic and innovative and are building a risk culture.
May 23, 2018
How Advisors Can Simplify Tech Decisions (Part II)When 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 18, 2018
What's the Next Big Thing? 3 Envestnet Execs Weigh InHow will advisors meet the needs of younger investors in an ever-more-complex world?