Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
More Fintech Consolidation Expected After Broadridge's Fi360 Purchase
By Jeff BermanExpect big players to keep swallowing up smaller firms, wealth tech experts say.
October 01, 2019
Tech Companies Stress Personalization With Solutions for AdvisorsBlueRush, Envestnet Yodlee and Orion were among standout exhibitors at FinovateFall.
September 30, 2019
Orion Rolls Out New Planning ToolsCEO Eric Clarke says the firm wants to fill the gaps advisors encounter in their businesses.
September 30, 2019
RIA in a Box Adds Free Access: Portfolio ProductsAlso, Fidelity unveils a new approach to ESG investing for advisors.
September 26, 2019
AI, Machine Learning Offer Opportunities for Advisors, but Obstacles RemainAdvisors and other financial organizations face implementation, regulatory and other challenges when using AI, experts say at SIFMA Fintech Conference.
September 25, 2019
Raymond James Advisors Tout Tech's Time-Saving BenefitsA panel at the Raymond James Women's Conference encouraged advisors to "test drive" the firm's tech tools.
September 25, 2019
2 Cool Fintech Tools at FinovateFallStartups presented a souped-up platform for retirement plan advisors and a family budgeting tool for financial services firms to use with clients.
September 24, 2019
Are You Getting the 'Best' Tech Advice?Different firms have different needs when it comes to technology; in some cases, one firm's success can be another's failure.