Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
What's Really Behind the Envestnet-MoneyGuide Deal?
By Janet LevauxIndustry watchers debate the merits of the big fintech tie-up, which isn't easy to "unpack," according to Craig Iskowitz.
March 13, 2019
New Concierge Service Helps Advisory Firms With CybersecurityEntreda's add-on for clients using Unified software provides 24/7 personal service.
March 13, 2019
SEC Seeks Input on Advisors' Custody of Digital AssetsIssues have been raised about the regulatory status of advisors' custodial trading practices involving certain assets.
March 07, 2019
ScratchWorks Names 5 Fintech Semi-FinalistsLast year's winners were InvestmentPOD, an automated investing platform, and Snappy Kraken, a marketing platform.
March 06, 2019
7 Elements to Driving Organic GrowthA firm's ability to grow organically, regardless of market conditions, is crucial to its success.
March 06, 2019
TD Ameritrade Institutional Increases Offerings for Emerging RIAsAdvisors on the platform will see more technology, education and service offerings.
March 05, 2019
Cetera Adds AdvicePay Technology to Its Advisor PlatformThe new offering will enable clients to pay for advice without first opening an investment account.
February 28, 2019
Downside of Technology for Advisors: Increased CybercrimeA GlobalData study looks at how cybercrime has grown as a result of the digitization of the business, and how advisors are responding.