Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Junxure Deepens Integrations With Orion, Constant Contact: Portfolio Products
By Emily ZulzIn other product news, FTSE Russell launched US Municipal Bond Index.
May 02, 2019
Kitces' 5 Trends of the Future for AdvisorsTravel agents may have faced disruption, Michael Kitces says, but the ones who adapted are actually doing quite well.
May 02, 2019
AI Is Not a Priority for the Largest Advisory Firms: Pershing PollThe Elite Advisor Poll found that firms are investing more in technology but primarily for more practical matters.
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.