Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Kitces' 5 Trends of the Future for Advisors
By Ginger SzalaTravel agents may have faced disruption, Michael Kitces says, but the ones who adapted are actually doing quite well.
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.
April 29, 2019
2019 IA25 Fintech WinnersHere are this year's top vote getters in the field of financial technology.