Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Time to Do Tech Spring Cleaning
By Dan SkilesNow is a good time to review your technology infrastructure
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?
May 15, 2018
1st Global, eMoney Partnership Provides CPAs With Financial Planning ToolsCPA planners will be able to track client behavior, benchmark performance and pinpoint growth opportunities.
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.