Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Techies Cheer Fava's Move to Envestnet
By Janet Levaux"She has her finger on the pulse of what actually matters" to advisors, Gavin Spitzner tells ThinkAdvisor.
July 17, 2020
3 Simple Ways to Sharpen Your Online PresenceA few minor changes can dramatically improve the way you appear to clients and colleagues.
July 17, 2020
U.S. Wealth Managers Holding Their Own in COVID Crisis: AiteThey are better prepared than their European and Asian counterparts for remote working, Aite says.
July 16, 2020
MaxMyInterest Integrates With Morningstar: Tech RoundupAlso, E-Trade launched a developer platform that will allow corporate clients to streamline services.
July 10, 2020
New Risk Tool Launched: Tech RoundupAlso, Twenty Over Ten updated its Lead Pilot tool to help advisory businesses improve their inbound marketing efforts.
July 07, 2020
Best & Worst BDs for Advisors: J.D. Power — 2020The latest satisfaction survey of more than 3,200 advisors is based on a new set of factors, including professional development and technology.
July 07, 2020
Financial Firms Speeding Tech Adoption Due to Pandemic: SurveyBDs and other financial services firms are accelerating their digital transformations, a new Broadridge study finds.
July 06, 2020
3 Ways to Keep Retirement Plans on Track During the PandemicDon't be afraid to contact clients with good news and bad, Cathy Clauson of AssetMark tells ThinkAdvisor.