Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Turn Off the Camera, Pick Up the Phone
By Angie HerbersThese two communication changes can create striking improvements in your firm's virtual office culture.
April 15, 2021
12 Worst States for Working From HomeWalletHub compared states on metrics like power costs, home size and even swimming pool availability.
April 08, 2021
Envestnet Acquires Harvest Savings & Wealth: Tech RoundupAlso, fintech firm fabe launches a SaaS application to help advisors value their firms for a sale.
April 01, 2021
Merrill Launches Account Overview Videos for ClientsThe new tool provides yet another way for Merrill to differentiate itself from its rivals.
March 30, 2021
Banks, Wealth Managers and Fintech Disruptors Vie to Create 'Goldilocks' Retail ProductGoldman Sachs' Marcus introduced a product that is melding three customer-friendly aspects. But it's not alone.
March 24, 2021
How Advisors Are Finding Unexpected Upsides to Zoom CallsFor years, remote technology had been there for the taking. COVID-19 simply pushed us to fully seize its potential.
March 16, 2021
401(k) Plans Have a Big Cybersecurity Problem, Need Guidance: GAOAfter a congressional request to review these risks, GAO concludes that vendors are weak links.
March 12, 2021
The Future Can Be Female: Starting the Finance CEO Pipeline EarlierTake it from the men who grew up playing computer games: The path to the C-suite needs to start in childhood.