Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Why 'Liquid Expectations' Matter for Advisors
By Aaron KleinMillions of people expect the digital conveniences of new technology in everything from entertainment to banking.
August 30, 2019
BondNav Continues to Attract RIA Attention280 CapMarkets reports its fixed income platform growth doubled in past year not only due to new bells and whistles, but also advisor need for bond market products.
August 27, 2019
XY Planning Network Announces Fintech FinalistsMichael Kitces, cofounder of XYPN and Bill Winterberg of FPPad will be part of panel reviewing the six finalists' offerings at the September conference.
August 22, 2019
3 Hot Trends in RIA TechnologyThe right technology can help you build scale, not just automate existing processes.
August 22, 2019
FIDx to Offer Ebix Annuity Marketplace TechnologyFIDx launched its Ix insurance exchange program in June.
August 20, 2019
LPL Expands ClientWorks and Other Tech InitiativesThe upgrades could save advisors an hour a day, CEO Dan Arnold said.
August 16, 2019
Legendary Ex-Fraudster Frank Abagnale: How Not to Get Scammed"Think like a predator," the con artist turned antifraud consultant tells ThinkAdvisor.
August 13, 2019
Analysts Trim Envestnet Forecasts Following $100M Lawsuit, CEO's WarningLong-term prospects for company are still seen as strong despite the looming court battle.