Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Next Financial Launches New Website
By Janet LevauxThe independent broker-dealer, which serves more than 500 affiliated reps, also says more updates are planned.
September 27, 2018
Debunking Two Pervasive Millennial Investor MythsEngaging millennials may not be so different after all
September 27, 2018
How to Protect Your Clients and Yourself From CybertheftMost people are worried about cybersecurity, and advisors can help make sure their money is safe.
September 27, 2018
Do You Recognize These 3 Cyberscams?This month brings forth the importance of cybersecurity; here are three ways fraudsters have successfully stolen money.
September 27, 2018
Editor's Note: Getting It RightAs Nicholas Arreola of CLS Investments explains, with technology widening its influence in financial services, advisors are discovering that managing client behavior can be their magic wand.
September 25, 2018
Envestnet | Yodlee Brings Alexa to AdvisorsThe new technology allows advisors to get customized business information through their mobile phone or Alexa-enabled devices.
September 24, 2018
A Massive Shift in Stock Sector Classifications Starts TodayFacebook and Alphabet, Google's parent, leave the tech sector for the new communications sector.
