Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Debunking Two Pervasive Millennial Investor Myths
By Elisa GarciaEngaging millennials may not be so different after all
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.
September 20, 2018
How to Grow Your Business and Meet Rising Client ExpectationsIndustry veterans Dan Skiles and Deborah Fox will share new tech strategies in a Sept. 25 webinar.
September 20, 2018
Wealthcare Taps Industry Veteran as PresidentThe fintech firm aims to grow its base of 70-plus affiliated advisors and $2 billion in assets.
September 19, 2018
This Innovative Business Model Makes Small Accounts ProfitableThere are more ways to create value in your businesses than attracting more assets and increasing revenues, as Facet Wealth's success shows.