Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
4 Ways Advisors Can Use Technology to Bridge the Generation Gap
By Andina AndersonHere's how to drive client interest on both sides of the gap.
April 08, 2020
How Advisors Can Unlock Competitive Advantages While Stuck at HomeAdvisors who embrace the changes brought on by social distancing will be well-positioned for the future, fintech execs say.
April 01, 2020
How Advisors Can Thrive in the Time of CoronavirusFor one thing, don't stop searching for new clients, execs from two fintech firms say.
March 31, 2020
Orion Opens Financial Planning Platform to All Advisors During PandemicThe fintech firm also launched a new "Business as Usual" program and investment model marketplace.
March 30, 2020
Envestnet Board Names Crager CEOCrager has been the firm's interim leader since October, when CEO Jud Bergman was killed in a car accident.
March 30, 2020
Advice on How to Prep for COVID-19 Disruptions"In these times, you can not over-communicate" with clients or staff, says RIA in a Box President GJ King.
March 30, 2020
Advisor Tech: Past, Present, FutureOver the past few decades, advisors went from having almost no choices to getting a long menu of solutions. The shift was — and remains — exciting.
March 30, 2020
Tech Headaches, Innovations and Threats in Focus at T3 EventPlus, conference host Joel Bruckenstein shares results of advisor survey on software and other technology tools.