Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Process Inefficiencies May Be Hurting Your Business
By Angela PecoraroProcesses that work well with a few employees may need updating when your headcount grows.
March 26, 2019
Tech Execs Warn of 'Consumer-ification of Wealth Business'Advisors must boost adoption of digi tools to stay relevant, say Black Diamond execs Eli George and Bjorn Widerstedt; meanwhile, TD Ameritrade Institutional tech guru Dani Fava urges advisors to watch and read more sci-fi.
March 26, 2019
Is Your Firm's Legacy Technology a Ticking Bomb?Advisors can avoid the headaches of being forced to replace old systems on the fly by taking these pre-emptive actions.
March 20, 2019
7 Questions to Ask When Reviewing TechnologyDoes your advisory firm have a tangled mess of technology or a tightly integrated and cohesive system? Here's how to tell.
March 18, 2019
Kitces: Is Technology Really Helping Advisors?A survey by Michael Kitces breaks down the advisor work week and uncovers some interesting results.
March 15, 2019
What's Really Behind the Envestnet-MoneyGuide Deal?Industry watchers debate the merits of the big fintech tie-up, which isn't easy to "unpack," according to Craig Iskowitz.
March 15, 2019
SEC to Hold Second Fintech ForumOn May 31, panelists will tackle such topics as ICOs, digital asset platforms and distributed ledger innovations.
March 14, 2019
Envestnet to Buy MoneyGuide for $500M"I am sort of speechless," one industry consultant said.