Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Analysts Trim Envestnet Forecasts Following $100M Lawsuit, CEO's Warning
By Jeff BermanLong-term prospects for company are still seen as strong despite the looming court battle.
July 31, 2019
Waddell & Reed Adds Riskalyze Risk Alignment for Its AdvisorsRiskalyze's platform of analytics tech, client engagement tools to help advisors enhance their service.
July 29, 2019
Now Is the Time to Do a 'Back-to-School' Tech CheckBeen away for summer and have to get back into gear? Here are ideas for when "class" resumes.
July 26, 2019
Merrill Launches Content Sharing PlatformClients of all ages are increasingly embracing the company's digital platforms, it says.
July 22, 2019
14 New Weaknesses Discovered in IRS' Security Control Systems: GAO"Weaknesses like these place IRS' systems and data at risk," GAO said.
July 17, 2019
4 Steps for Covering All the Tech BasesBefore you pick new technology to help set your advisory firm apart, step back and review your client segmentation and service model.
July 11, 2019
Orion Buys Planning Software Startup AdvizrThe deal stands to help Orion keep up with rivals including Envestnet, who bought MoneyGuidePro earlier this year.
July 09, 2019
Best & Worst BDs for Advisors: J.D. Power — 2019Average advisor satisfaction scores rose, but firms have plenty of room for improvement on the tech front.