Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
6 Steps to Winning at Innovation
By Sanjeev KumarWith a dizzying array of technology options, advisory firms can benefit from following these steps in selection and implementation.
January 05, 2022
3 Steps for Tackling Cybersecurity This YearCybercriminals are threatening to use the client data they've collected to perpetrate more crimes, unless they're paid not to do so.
January 05, 2022
'Great Resignation' Doesn't Need to Include AdvisorsHere's how the financial services industry can avoid loss of talent.
December 23, 2021
What 8 Advisors Will Do Differently in 2022: Advisors' AdviceHere's what one group of financial pros is thinking when it comes to time spent on planning, meetings and even breaks next year.
December 23, 2021
Envestnet Reports Strong Results for New Brand Campaign: Tech RoundupPlus, Northfield Information Services and Vestmark formed a new, expanded relationship to provide "more personalized solutions" to wealth managers.
December 23, 2021
The Do's and Don'ts of Advisor MarketingMeghan McCartan, head of marketing for Hightower Advisors, breaks down the best practices with April Rudin, head of the Rudin Group.
December 17, 2021
JPMorgan Bosses, Hooked on WhatsApp, Fuel $200M PenaltyTens of thousands of messages escaped surveillance, hindering investigations, the SEC said as it doled out an unusually large fine.
December 16, 2021
How Younger Donors Are Changing Charitable Giving: Wells FargoIn a recent survey, 46% of participants said they had used newer ways of giving this year.