Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Top Women in WealthTech 2020: Kit Lee of BNY Mellon's Pershing
By Janet Levaux"Bottom line is that companies need to see diversity as an important part of their growth strategy and continue to invest in it," she said.
January 21, 2020
Your Firm's Succession Plan May Be Missing Someone: A Gen XerA little-discussed factor in the talent shortage: Market downturns in the 2000s wiped out many Gen X advisors.
January 17, 2020
Lawmakers Demand FTC Probe of Envestnet Yodlee Sale of Client DataSens. Ron Wyden and Sherrod Brown say Envestnet may have broken the law by "recklessly selling" personal data.
January 17, 2020
Will Orion Be Sold? CEO Weighs In on Speculation"Everyone asks what's next" after the Schwab-TD Ameritrade deal, Orion CEO Eric Clarke tells ThinkAdvisor.
January 16, 2020
SEC Taps First Chief Data OfficerAustin Gerig will help the agency use data analytics to support enforcement and exams, as well as to protect investor data.
January 10, 2020
LPL's ClientWorks Adds Envestnet MoneyGuideMoneyGuide becomes the latest tech solution to integrate with LPL's platform.
December 31, 2019
Here's What $10K in These Assets Would Have Returned in 2019Though U.S. stocks and global equity benchmarks attracted much attention, there were other notable moves worldwide.
December 31, 2019
4 Insurtech Trends to Watch in 2020A Breathe Life executive predicts that the most important insurtech trend will be more focus on people.