Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
The elements of successful consulting with Chad Schneider
By David A. SaltzmanIf you are thinking about taking a more consultative approach and want a roadmap for how to get there, this episode is for you!
May 24, 2016
SigFig Raises $40 MillionSigFig, a fintech firm that works with UBS and Pershing, says it now has over $70 million to support its tech work.
May 20, 2016
Envestnet Offers Advisors More Client Customization Through Open ENVOpen ENV integrates, refines and expands existing offerings on Envestnet's wealth management technology platform.
May 19, 2016
Lori Hardwick: Pershing's Advisor Advocate — The 2016 IA 25It's important for advisor partner leaders to listen to their clients, and not just "hear what you want to hear," says the new Pershing COO.
May 18, 2016
Want to Win the Robo Game? Think Like a Chess Champ: Envestnet CEOAdvisors who fear robo-advisors and other technological advances should take a tip from chess grandmaster Garry Kasparov, Envestnet CEO Jud Bergman says.
May 16, 2016
Kol Birke: Commonwealth's Empathetic Technologist — The 2016 IA 25Being able to "unstick" conversations is critical to helping clients make the smartest financial decisions.
May 16, 2016
5 Partners Providing Advisor Solutions: The 2016 IA 25 SlideshowYoure only as strong as your support system, and advisors work with various partners to assist them in their day-to-day operations, from custodians to technology providers.