Marketing Technology

Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.

SEC's EtherDelta Decision Could Be Fodder for Court Actions

November 14, 2018

SEC's EtherDelta Decision Could Be Fodder for Court Actions
Client Financial Info on One Sheet Is Hit With Clients, Asset-Map Says

November 13, 2018

Client Financial Info on One Sheet Is Hit With Clients, Asset-Map Says
Tech Stock Selloff Roughest Since 2011

November 13, 2018

Tech Stock Selloff Roughest Since 2011
In a World of Free Products, Financial Planning Must Change

November 09, 2018

In a World of Free Products, Financial Planning Must Change
Taming Advisors' Time Crunch With Speech Recognition, Dictation

November 08, 2018

Taming Advisors' Time Crunch With Speech Recognition, Dictation
FINRA Updates eFOCUS Report Requirements

November 06, 2018

FINRA Updates eFOCUS Report Requirements
Tech Whiz Sebastien Taveau Joins Envestnet | Yodlee

November 01, 2018

Tech Whiz Sebastien Taveau Joins Envestnet | Yodlee