Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Orion Launches New Marketing Platform
By Janet LevauxSome advisors said the prior client experience "was disjointed and antiquated," said CEO Eric Clarke.
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.
March 30, 2020
The Lowdown on Michael Kitces' New GigHere are some details about his and Jeff Levine's big move to Buckingham Wealth Partners.