Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
LPL Adds Data Exec From OppenheimerFunds
By Janet LevauxAshish Braganza is the BD's executive vice president of Data, Analytics and Innovation and reports to Burt White.
June 27, 2019
Merrill Adds Envestnet Service for UHNW ClientsThe resulting reports will include details on clients' investments, regardless of where the assets are held.
June 27, 2019
What's Behind the 'Great Unbundling' of Wealth Management?The latest thinking on what trends in the world of financial services mean for advisors, other industry players, and the products and services they offer.
June 26, 2019
Harness Wealth Rolls Out Advisor Matchmaking Service for Gen XersThe tech-enabled offering pairs clients with advisors vetted by the firm.
June 24, 2019
We Don't Have to Have a RecessionThere is not a "natural" economic reason for this expansion to end.
June 20, 2019
Technology Is Not the Enemy. It's an EnablerAn insurtech executive offers his ideas about simple steps that may result in major productivity gains
June 12, 2019
Pershing Execs Want to Help Advisors 'Do More' and 'Do It Faster'Focus on building value and "let us do the heavy lifting behind the scenes," incoming CEO Jim Crowley tells advisors at the Insite kickoff.
June 09, 2019
Claims Teams Need Insurtech, TooThe authors — three top executives at RGA — say claimtech could start to take off next year.