Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Envestnet Says Yodlee CEO to Depart
By Janet LevauxEnvestnet says Yodlee's sales have nearly doubled since it purchased the firm.
January 10, 2019
Prospects Rely on Internet to Find an AdvisorThe average prospect gets 2.6 referrals and then looks up those advisors online, according to AdvisorEngine's Matt Kress.
January 09, 2019
United Capital Launches Mobile App for InvestorsThe app "gives clients the tools they need to understand their financial lives and gives advisors a dynamic way to engage their clients untethered to geography. The future is bionic," says United Capital's Duran.
January 09, 2019
Logging Into Bank Accounts Is a $3B BusinessOne player in the space, Plaid, says it's buying New York-based Quovo in a deal that could be worth about $200 million.
January 08, 2019
What's Next for Atria After Buying Next Financial?As industry watchers compare Atria to Cetera, management insists the firm is focused on bringing the right services to its advisors.
January 08, 2019
What RIAs Are Thinking for 2019, in 7 Charts: TD AmeritradeTD Ameritrade Institutional released its latest RIA Sentiment Survey of 302 independent RIAs.
January 04, 2019
China Slowdown Impact Expected to Spread Beyond AppleKevin Hassett, chair of the White House CEA, expects more U.S. companies will lower earnings forecasts.
January 03, 2019
Merrill Edge Adds Fund Research Tool With ESG InfoBofA says the Edge platform, which includes its robo-advisor Guided Investing, had close to $204 billion in assets as of Sept. 30.