Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Fidelity Adds New Capabilities, User Testing to Integration Xchange
By Bernice NapachThe enhancements focus on self-service functionality that allow wealth management firms to customize their use of technology.
January 29, 2020
Riskalyze Adds Reg BI Compliance ToolsRiskalyze has enhanced its Select and Elite products.
January 29, 2020
Schwab Says Advisors Are Embracing Its New Digital Onboarding ToolNew security features are also popular, Schwab says.
January 29, 2020
'Be a Risk Taker,' Says DFA's COOLisa Dallmer describes how her career journey helped her develop an "inclusion" mentality and leadership style.
January 24, 2020
Here Are Your Key Tech Decisions for 2020Don't delay or ignore technology needs, system upgrades and replacements.
January 22, 2020
Top Women in WealthTech 2020: Allison Couch Pratt of Advisor GroupAll of us, women and men, need to stop thinking of "technology" as a separate discipline or siloed "department," she said.
January 22, 2020
Top Women in WealthTech 2020: Salit Nagy-Todd of Raymond James"We need to take some personal responsibility to discuss the fact that there is room for women in tech," she said.
January 22, 2020
Top Women in WealthTech 2020: Miriam Manning of Commonwealth Financial"There has never been a better time for women to be part of WealthTech and innovation in financial services," she said.