Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Women in WealthTech: Bella Loykhter Allaire of Raymond James
By Janet LevauxThe Executive Vice President of Technology and Operations shares her views on everything from what keeps her up at night to her favorite apps.
January 31, 2019
Women in WealthTech: Naureen Hassan of Morgan Stanley Wealth ManagementThe Chief Digital Officer shares her views on everything from what keeps her up at night to her favorite apps.
January 31, 2019
A Wealth of WomenThis issue we profile 16 women in wealth tech who continue to make a difference in the advisory business.
January 31, 2019
Women in WealthTech: Lori Yaverbaum of Commonwealth Financial NetworkThe Vice President of Experience shares her views on everything from what keeps her up at night to her favorite apps.
January 31, 2019
Women in WealthTech: Tricia Rothschild of MorningstarThe Chief Product Officer shares her views on everything from what keeps her up at night to her favorite apps.
January 31, 2019
Women in WealthTech: Estee Jimerson of EnvestnetThe Managing Director/Head of Asset Manager Distribution shares her views on everything from what keeps her up at night to her favorite apps.
January 31, 2019
4 Ways to Curtail Insider Cybersecurity ThreatsCyber threats from employees can be reduced or rectified by taking these pro-active steps.
January 31, 2019
Atria Wealth Scooping Up Next FinancialThe industry kicks off the year with a major merger and acquisition announcement.