Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Apprise Labs Gives Advisors a Peek of New Retirement Planning Software
By Ginger SzalaStill in development, eMoney founder Edmond Walters' new product helps advisors project savings and expenses.
May 02, 2019
Nasdaq Chief: We Need More Companies to Go PublicThe historically sluggish pace of IPOs short-changes average investors, Adena Friedman says.
May 01, 2019
Kestra Adds to Platform, Speeds Up Onboarding ProcessIncreased cybersecurity prowess and a faster platform are part of new technology enhancements.
May 01, 2019
Envestnet Launches New Advisor Analytics ToolsEnvestnet Wealth CEO Bill Crager shares details on how "the future of advice will be powered by the intelligent use of data."
May 01, 2019
Envestnet CEO: What Advisors Can Learn From ChurchillCEO Jud Bergman describes the qualities that make advisors "transformative leaders," opening the platform's two-day event.
April 30, 2019
What Happened at FinTech's 'Shark Tank 2'AdvicePay founders Michael Kitces and Alan Moore did not disappoint for drama at the recent ScratchWorks event.
April 30, 2019
How Technology Deals Are Changing the BusinessWorried about how your "new" tech firm will service your solution?
April 30, 2019
Empathy Plus Technology Equals SuccessE|Financial Alliance blends deep insights into clients' personalities to deliver what they really need.